Plan Ledger DOL Form 5500 · updated monthly

Higher Logic, LLC401(k)

HIGHER LOGIC RETIREMENT PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.47%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Higher Logic, LLC reported $123,545 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,371 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.59% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 763rd-largest of 2,266 plans among Virginia employers on file, and the 4,275th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has shrunk from 298 to 249 since 2022.

Plan summary
Net assets, end of year$29,144,562
Participants with balances383
Active participants249
Employer contributions$1,088,279
Employee contributions$2,417,459
Employer contribution per active participant$4,371
Average account balance$76,095
Benefits paid to participants$2,684,931
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 383 accts · $1.1M emplr
2023$23.8M · 382 accts · $1.0M emplr
2022$19.8M · 405 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,729
Investment management$69,816
Total administrative$123,545
The Higher Logic, LLC 401(k) match · 2024
Employer contribution per active participant$4,371
Median for plans this size$2,416
2024$4,371 per active participant
2023$4,092 per active participant
2022$3,787 per active participant

Higher Logic, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$62,787
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,729
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,030

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$123,545 · 0.47%
2023$105,034 · 0.48%
2022$122,464 · 0.59%
Same employer
Similar plansProfessional & Technical Services · Virginia
Highlight Technologies Inc VA$29.4M · 0.47%
2 Circle Incorporated VA$29.3M · 0.40%
Rees Broome, PC VA$29.3M · 0.31%
Next Tier Concepts, Inc. VA$29.2M · 0.37%
Millennium Corporation VA$28.3M · 0.48%
Ntiva, Inc. VA$28.3M · 0.35%
Cape Fox Shared Services VA$28.1M · 0.51%
Logos Technologies LLC VA$28.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813810775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.