Julia McCarrel signed Logitech Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Logitech Inc.'s EIN is 94-2810519.
Download the official 2024 Form 5500 (PDF) for Logitech Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Logitech Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $190K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVEST PORTFOLIO SOLUTIONS L | 84-1612955 | — | NONE | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FISHER INVESTMENTS |
| 20-2480800 |
| — |
| NONE |
| $7K |
| — |
| KDM WEALTH MANAGEMENT INC | 20-3159971 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $75.1M | 20.9% | |
| Vanguard U.S. Growth Fund Mutual Fund | Mutual Funds | — | — | $25.8M | 7.2% | |
| American Funds American Mutual Fund Mutual Fund | Mutual Funds | — | — | $19.7M | 5.5% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $19.4M | 5.4% | |
| SCHWAB INDEXED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $19.4M | 5.4% | |
| SCHWAB INDEXED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $16.6M | 4.6% | |
| Janus Henderson Enterprise Fund Mutual Fund | Mutual Funds | — | — | $16.2M | 4.5% | |
| SCHWAB INDEXED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $14.5M | 4.0% | |
| SCHWAB INDEXED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $14.2M | 3.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.0M | 3.9% | |
| SCHWAB INDEXED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $11.5M | 3.2% | |
| SCHWAB INDEXED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $11.4M | 3.2% | |
| Vanguard Selected Value Fund Mutual Fund | Mutual Funds | — | — | $11.3M | 3.1% | |
| Schwab Value Advantage Ultra Money Market Fund Mutual Fund | Mutual Funds | — | — | $11.0M | 3.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $10.8M | 3.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.9M | 2.5% | |
| Self-Directed Brokerage Accounts Common/Preferred Stocks | Self-Directed Brokerage | — | — | $8.1M | 2.3% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $8.1M | 2.2% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.0M | 2.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.9M | 1.9% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | Self-Directed Brokerage | — | — | $4.9M | 1.4% | |
| FIDELITY INFLATION-PROT BD IND Registered Investment Company | Mutual Funds | — | — | $4.9M | 1.3% | |
| DFA U.S. Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $4.8M | 1.3% | |
| SCHWAB INDEXED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $4.7M | 1.3% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.5M | 1.3% | |
| DFA Emerging Markets Fund Mutual Fund | Mutual Funds | — | — | $4.1M | 1.1% | |
| SCHWAB INDEXED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $3.5M | 1.0% | |
| Self-Directed Brokerage Accounts Interest Bearing Cash | Self-Directed Brokerage | — | — | $3.3M | 0.9% | |
| GOLDMAN SACHS INTL SCAP INS Registered Investment Company | Common Stocks | — | — | $3.0M | 0.8% | |
| Self-Directed Brokerage Accounts Mutual Funds/Exchange Traded Funds | Self-Directed Brokerage | — | — | $3.0M | 0.8% | |
| maturing through December 2034 | Other securities | — | — | $1.8M | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.8M | 0.5% | |
| Reliance Trust New York Life Anchor Fund Common/Collective Trust | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| RELIANCE TR CO EBIT NYL ANCH SERIES RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| SCHWAB INDEXED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| SCHWAB INDEXED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| SCHWAB INDEXED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $994K | 0.3% | |
| SCHWAB INDEXED RET TRUST FUND 2065 RELIANCE TRUST COMPANY · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $324K | <0.1% | |
| Self-Directed Brokerage Accounts Corporate Bonds | Self-Directed Brokerage | — | — | $107K | <0.1% |
