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Original filing (PDF)20250917164515NAL0000547393001
LOGITECH INC.
Form 5500
FILING_RECEIVED
LOGITECH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,170
Accounts w/ balance
1,922
Plan assets (EOY)
$360.1M
Net assets (EOY)
$360.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGITECH INC..
Plan sponsor
Name
LOGITECH INC.
EIN
94-2810519
Address
3930 NORTH FIRST STREET · SAN JOSE, CA · 95134
Phone
(510) 795-8500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER, KAPLAN, ARASE & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $190K | — |
| INNOVEST PORTFOLIO SOLUTIONS L | 84-1612955 | — | NONE | $38K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $7K | — |
| KDM WEALTH MANAGEMENT INC | 20-3159971 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
Investments
26 direct securities · 13 pooled funds· $381.8M(100% of reported assets)
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.
Uncategorized
$281.1M
26 holdings
Common Collective Trust
$100.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $75.1M | 20.9% | |
| Vanguard U.S. Growth Fund Mutual Fund | — | — | — | $25.8M | 7.2% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $19.7M | 5.5% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $11.3M | 3.1% | |
| Schwab Value Advantage Ultra Money Market Fund Mutual Fund | — | — | — | $11.0M | 3.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $10.8M | 3.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $8.9M | 2.5% | |
| Self-Directed Brokerage Accounts Common/Preferred Stocks | — | — | — | $8.1M | 2.3% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $8.1M | 2.2% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $8.0M | 2.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $6.9M | 1.9% | |
| Self-Directed Brokerage Accounts Unit Investment Trusts | — | — | — | $4.9M | 1.4% | |
| FIDELITY INFLATION-PROT BD IND Registered Investment Company | — | — | — | $4.9M | 1.3% | |
| DFA U.S. Targeted Value Fund Mutual Fund | — | — | — | $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 | — | — | — | $4.5M | 1.3% | |
| DFA Emerging Markets Fund Mutual Fund | — | — | — | $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 | — | — | — | $3.3M | 0.9% | |
| GOLDMAN SACHS INTL SCAP INS Registered Investment Company | — | — | — | $3.0M | 0.8% | |
| Self-Directed Brokerage Accounts Mutual Funds/Exchange Traded Funds | — | — | — | $3.0M | 0.8% | |
| maturing through December 2034 | — | — | — | $1.8M | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $1.8M | 0.5% | |
| Reliance Trust New York Life Anchor Fund Common/Collective Trust | — | — | — | $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 | — | — | — | $107K | <0.1% |