Plan Ledger DOL Form 5500 · updated monthly

Logical Position LLC401(k)

LOGICAL POSITION RETIREMENT PLAN · LAKE OSWEGO, OR · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Logical Position LLC reported $125,164 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,516 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 rose from 0.55% to 0.59%. 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 328th-largest of 1,021 plans among Oregon employers on file, and the 4,864th of 11,654 in professional & technical services. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has shrunk from 816 to 619 since 2022.

Plan summary
Net assets, end of year$24,214,026
Participants with balances532
Active participants619
Employer contributions$1,557,626
Employee contributions$2,707,114
Employer contribution per active participant$2,516
Average account balance$45,515
Benefits paid to participants$1,463,692
Plan auditUnmodified (clean) audit opinion
AuditorHAGEN, KURTH, PERMAN & CO., P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 532 accts · $1.6M emplr
2023$18.5M · 553 accts · $1.6M emplr
2022$12.4M · 561 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,122
Investment management$7,142
Total administrative$125,164
The Logical Position LLC 401(k) match · 2024
Employer contribution per active participant$2,516
Median for plans this size$2,416
2024$2,516 per active participant
2023$2,052 per active participant
2022$1,854 per active participant

Logical Position LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
HAGEN, KURTH PERMAN & CO., P.S. · Accounting / audit$14,750
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$7,076
USI ADVISORS,INC.indirect comp

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$125,164 · 0.59%
2023$100,639 · 0.65%
2022$67,465 · 0.55%
Same employer
Similar plansProfessional & Technical Services · Oregon
Airship Group Inc. OR$28.4M · 0.08%
Exterro, Inc. OR$26.1M · 0.37%
Propeller, Inc. OR$22.5M · 0.17%
Sera Architects, Inc. OR$22.1M · 0.02%
Lrs Architects, Inc. OR$21.0M · 0.20%
Opensesame, Inc. OR$20.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271549756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.