How big is Logos Technologies LLC's plan?

Logos Technologies LLC's plan reported $28.1M in assets and 54 participants for 2023.

Original filing (PDF)20241015101549NAL0029226145001

Logos Technologies LLC

Name: Logos Technologies LLC — Logos Technologies LLC, Form 5500 (2023)
Creator: Logos Technologies LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Logos Technologies LLC 401(k) Plan

401(k) retirement plan · Logos Technologies LLC's Logos Technologies LLC 401(k) Plan held $28.1M in plan assets for 54 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

133

Plan assets (EOY)

$28.1M

Net assets (EOY)

$28.1M

People on this filing

Lynn Wehrenberg signed Logos Technologies LLC's 2023 Form 5500 as plan administrator.

Lynn Wehrenberg — 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

Logos Technologies LLC's EIN is 93-1142045.

EIN 93-1142045

Plan number 001

Plan year 2023

ACK ID 20241015101549NAL0029226145001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Logos Technologies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Logos Technologies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOGOS TECHNOLOGIES LLC.

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How this plan invests

This plan

35 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LOGOS TECHNOLOGIES LLC

EIN

all filings

Address

2701 PROSPERITY AVENUE · SUITE 400 · FAIRFAX, VA · 22031

Phone

(703) 835-9749

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$375	—

Investments

35 direct securities· $27.6M(99% of reported assets)

Mutual Funds

$18.1M

25 holdings

Common Collective Trusts

$7.8M

7 holdings

Other securities

$1.8M

3 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.5M	12.6%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.3M	8.1%
Fidelity Freedom 2050 Fund Class K Mutual Fund	Mutual Funds	—	—	$2.0M	7.2%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$1.9M	6.7%
Fidelity Freedom 2030 Fund Class K Mutual Fund	Mutual Funds	—	—	$1.8M	6.5%
Fidelity Freedom 2020 Fund Class K Mutual Fund	Mutual Funds	—	—	$1.5M	5.3%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$1.5M	5.2%
Fidelity Select Technology Portfolio Mutual Fund	Mutual Funds	—	—	$1.4M	4.9%
Fidelity Freedom 2045 Fund Class K Mutual Fund	Mutual Funds	—	—	$1.3M	4.6%
T. Rowe Price Dividend Growth Fund Advisor Class Mutual Fund	Other securities	—	—	$1.2M	4.4%
Fidelity Freedom 2025 Fund Class K Mutual Fund	Mutual Funds	—	—	$1.2M	4.3%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$737K	2.6%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$659K	2.3%
Fidelity Freedom 2035 Fund Class K Mutual Fund	Mutual Funds	—	—	$603K	2.2%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$594K	2.1%
Fidelity Capital & Income Fund Mutual Fund	Mutual Funds	—	—	$580K	2.1%
Fidelity Diversified International Fund Mutual Fund	Mutual Funds	—	—	$572K	2.0%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$515K	1.8%
Fidelity Equity Dividend Income Fund Mutual Fund	Mutual Funds	—	—	$491K	1.8%
Fidelity Real Estate Investment Portfolio Mutual Fund	Mutual Funds	—	—	$458K	1.6%
JPMorgan Small Cap Sustainable Leaders Fund Class R5 Mutual Fund	Other securities	—	—	$455K	1.6%
Fidelity Freedom 2040 Fund Class K Mutual Fund	Mutual Funds	—	—	$444K	1.6%
Fidelity Select Gold Portfolio Mutual Fund	Mutual Funds	—	—	$389K	1.4%
Fidelity Small Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$270K	1.0%
Fidelity Emerging Asia Fund Mutual Fund	Mutual Funds	—	—	$246K	0.9%
Fidelity Intermediate Government Income Fund Mutual Fund	Mutual Funds	—	—	$194K	0.7%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$180K	0.6%
Fidelity Freedom Income Fund Class K Mutual Fund	Mutual Funds	—	—	$164K	0.6%
Fidelity Freedom 2015 Fund Class K Mutual Fund	Mutual Funds	—	—	$114K	0.4%
Fidelity Freedom 2010 Fund Class K Mutual Fund	Mutual Funds	—	—	$111K	0.4%
Fidelity Freedom 2060 Fund Class K Mutual Fund	Mutual Funds	—	—	$104K	0.4%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$103K	0.4%
American Beacon Large Cap Value Fund Investor Class Mutual Fund	Other securities	—	—	$54K	0.2%
Fidelity Freedom 2005 Fund Class K Mutual Fund	Mutual Funds	—	—	$32K	0.1%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$13K	<0.1%