How big is Logan Financial Group, LLC's plan?

Logan Financial Group, LLC's plan reported $1.9M in assets and 7 participants for 2025.

Original filing (PDF)20260409095305NAL0012013329001

Logan Financial Group, LLC

Name: Logan Financial Group, LLC — Logan + Reed Wealth, Form 5500 (2025)
Creator: Logan Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Logan + Reed Wealth Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Logan Financial Group, LLC's Logan + Reed Wealth Partners, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Anthony Warren signed Logan Financial Group, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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 Financial Group, LLC's EIN is 93-3872654.

EIN 93-3872654

Plan number 001

Plan year 2025

ACK ID 20260409095305NAL0012013329001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Logan Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score