Logic 20/20 401 K Profit Sharing Plan And Trust
Sponsored by Logic 20/20 Inc · EIN 204309994 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 166
- With balances
- 288
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $57,297 |
| Usi Consulting Group, Inc | Recordkeeping, Participant loan processing, Direct payment from the plan | $18,812 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $5,225 |
| Charles Schwab & Co Inc | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |