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Original filing (PDF)20251015150737NAL0002516563001
LOGAN SIMPSON DESIGN INC.
Form 5500
FILING_RECEIVED
LOGAN SIMPSON DESIGN 401(K) PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
258
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGAN SIMPSON DESIGN INC..
Plan sponsor
Name
LOGAN SIMPSON DESIGN INC.
EIN
86-0900108
Address
222 SOUTH MILL AVENUE, SUITE 222 · TEMPE, AZ · 85281
Phone
(480) 967-1343
Industry
Professional & Technical Servicessee all
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)
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | — | IRVINE, CA | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEMBREE TPA, INC. | — | PEORIA, AZ | CONTRACT ADMINISTRATOR | $7K | — |
Investments
31 direct securities· $17.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Mutual Fund | — | — | — | $2.5M | 14.4% | |
| American Funds 2010 Target Date Fund Mutual Fund 299 * American Funds 2015 Target Date Fund Mutual Fund | — | — | — | $2.1M | 12.2% | |
| American Funds 2040 Target Date Fund Mutual Fund | — | — | — | $1.5M | 8.5% | |
| American Funds 2050 Target Date Fund Mutual Fund | — | — | — | $1.2M | 6.7% | |
| American Funds American Balanced Mutual Fund | — | — | — | $968K | 5.6% | |
| American Funds 2055 Target Date Fund Mutual Fund | — | — | — | $919K | 5.3% | |
| Hartford Core Equity Mutual Fund | — | — | — | $774K | 4.5% | |
| Victory Sycamore Small Company Opportunity Mutual Fund | — | — | — | $642K | 3.7% | |
| American Funds 2045 Target Date Fund Mutual Fund | — | — | — | $577K | 3.3% | |
| T. Rowe Price Blue Chip Growth Adv Mutual Fund | — | — | — | $576K | 3.3% | |
| American Funds 2035 Target Date Fund Mutual Fund | — | — | — | $533K | 3.1% | |
| interest Identity of issue, borrower, lessor, or similar party maturity value Current value * American Funds Amcap Fund Mutual Fund | — | — | — | $515K | 3.0% | |
| American Funds Investment Company of America Mutual Fund | — | — | — | $489K | 2.8% | |
| American Funds Washington Mutual Fund | — | — | — | $486K | 2.8% | |
| American Funds Capital World Mutual Fund | — | — | — | $477K | 2.8% | |
| American Funds 2060 Target Date Fund Mutual Fund | — | — | — | $473K | 2.7% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $344K | 2.0% | |
| American Funds 2030 Target Date Fund Mutual Fund | — | — | — | $326K | 1.9% | |
| American Funds 2025 Target Date Fund Mutual Fund | — | — | — | $281K | 1.6% | |
| Fidelity Advisor Total Bond Mutual Fund | — | — | — | $247K | 1.4% | |
| Franklin Small Cap Growth Mutual Fund | — | — | — | $235K | 1.4% | |
| American Funds Euro Pacific Growth Mutual Fund | — | — | — | $213K | 1.2% | |
| American Funds Capital Income Builder Mutual Fund | — | — | — | $201K | 1.2% | |
| American Funds Small Cap World Mutual Fund | — | — | — | $169K | 1.0% | |
| American Funds 2065 Target Date Fund Mutual Fund | — | — | — | $166K | 1.0% | |
| Participant Loans Interest rate 4.25% - 9.50% | — | — | — | $165K | 1.0% | |
| American Funds US Government Money Market Fund Mutual Fund | — | — | — | $87K | 0.5% | |
| IMPAX US Sustainable Economy Mutual Fund | — | — | — | $17K | 0.1% | |
| IMPAX International Sustainable Economy Mutual Fund | — | — | — | $7K | <0.1% | |
| American Funds US Government Securities Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| American Funds 2020 Target Date Fund Mutual Fund | — | — | — | $1K | <0.1% |
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