How big is Logan Simpson Design Inc.'s plan?

Logan Simpson Design Inc.'s plan reported $17.2M in assets and 162 participants for 2024.

Original filing (PDF)20251015150737NAL0002516563001

Logan Simpson Design Inc.

Name: Logan Simpson Design Inc. — Logan Simpson Design, Form 5500 (2024)
Creator: Logan Simpson Design Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Logan Simpson Design 401(k) Plan

401(k) retirement plan · Logan Simpson Design Inc.'s Logan Simpson Design 401(k) Plan held $17.2M in plan assets for 162 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

162

Accounts w/ balance

258

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

Amanda Martinez signed Logan Simpson Design Inc.'s 2024 Form 5500 as plan administrator.

Amanda Martinez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Logan Simpson Design Inc.'s EIN is 86-0900108.

EIN 86-0900108

Plan number 001

Plan year 2024

ACK ID 20251015150737NAL0002516563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Logan Simpson Design Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Logan Simpson Design Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 31K (2% of contributions).

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LOGAN SIMPSON DESIGN INC.

EIN

all filings

Address

222 SOUTH MILL AVENUE, SUITE 222 · TEMPE, AZ · 85281

Phone

(480) 967-1343

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN	—	IRVINE, CA	RECORDKEEPER	$1K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
HEMBREE TPA, INC.	—	PEORIA, AZ	CONTRACT ADMINISTRATOR	$7K	—

Investments

30 direct securities· $16.6M(96% of reported assets)

Mutual Funds

$14.4M

24 holdings

Other securities

$1.4M

4 holdings

Common Stocks

$642K

1 holding

Bonds / Notes

$165K

1 holding

					% of plan
American Funds Growth Fund of America Mutual Fund	Mutual Funds	—	—	$2.5M	14.4%
American Funds 2010 Target Date Fund Mutual Fund 299 * American Funds 2015 Target Date Fund Mutual Fund	Mutual Funds	—	—	$2.1M	12.2%
American Funds 2040 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.5M	8.5%
American Funds 2050 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1.2M	6.7%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$968K	5.6%
American Funds 2055 Target Date Fund Mutual Fund	Mutual Funds	—	—	$919K	5.3%
Hartford Core Equity Mutual Fund	Other securities	—	—	$774K	4.5%
Victory Sycamore Small Company Opportunity Mutual Fund	Common Stocks	—	—	$642K	3.7%
American Funds 2045 Target Date Fund Mutual Fund	Mutual Funds	—	—	$577K	3.3%
T. Rowe Price Blue Chip Growth Adv Mutual Fund	Other securities	—	—	$576K	3.3%
American Funds 2035 Target Date Fund Mutual Fund	Mutual Funds	—	—	$533K	3.1%
American Funds Investment Company of America Mutual Fund	Mutual Funds	—	—	$489K	2.8%
American Funds Washington Mutual Fund	Mutual Funds	—	—	$486K	2.8%
American Funds Capital World Mutual Fund	Mutual Funds	—	—	$477K	2.8%
American Funds 2060 Target Date Fund Mutual Fund	Mutual Funds	—	—	$473K	2.7%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$344K	2.0%
American Funds 2030 Target Date Fund Mutual Fund	Mutual Funds	—	—	$326K	1.9%
American Funds 2025 Target Date Fund Mutual Fund	Mutual Funds	—	—	$281K	1.6%
Fidelity Advisor Total Bond Mutual Fund	Mutual Funds	—	—	$247K	1.4%
Franklin Small Cap Growth Mutual Fund	Mutual Funds	—	—	$235K	1.4%
American Funds Euro Pacific Growth Mutual Fund	Mutual Funds	—	—	$213K	1.2%
American Funds Capital Income Builder Mutual Fund	Mutual Funds	—	—	$201K	1.2%
American Funds Small Cap World Mutual Fund	Mutual Funds	—	—	$169K	1.0%
American Funds 2065 Target Date Fund Mutual Fund	Mutual Funds	—	—	$166K	1.0%
Participant Loans Interest rate 4.25% - 9.50%	Bonds / Notes	—	—	$165K	1.0%
American Funds US Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$87K	0.5%
IMPAX US Sustainable Economy Mutual Fund	Other securities	—	—	$17K	0.1%
IMPAX International Sustainable Economy Mutual Fund	Other securities	—	—	$7K	<0.1%
American Funds US Government Securities Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
American Funds 2020 Target Date Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%