Logan Simpson Design 401(k) match, vesting and fees
What Logan Simpson Design's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan | Schedule C ↗ |
| Independent auditor | Evers Robinson, Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Logan Simpson Design: employer contribution per participant | $1,829 | |
| Peer median | $2,521 |
| Logan Simpson Design: average balance | $66,790 | |
| Peer median | $75,833 |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13.5M at the end of plan year 2021 to $17.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 267 | $17.2M | $472K | $1,829 | — | Not published | Form 5500 ↗ |
| 2023 | 254 | $14.9M | $385K | $1,545 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 229 | $11.6M | $300K | $1,365 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 223 | $13.5M | $197K | $964 | — | Not published | Form 5500 ↗ |
Common questions
Does Logan Simpson Design match 401(k) contributions?
The match terms for the Logan Simpson Design 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $472K in employer contributions, about $1,829 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Logan Simpson Design 401(k) match vested?
The vesting schedule for the Logan Simpson Design 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Logan Simpson Design 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan. The plan administrator is Logan Simpson Design Inc..
I left Logan Simpson Design. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Logan Simpson Design Inc., (480) 967-1343) or the recordkeeper, Capital Group Retirement Plan. The Logan Simpson Design old 401(k) page lists the contacts from every plan filing. Find an old Logan Simpson Design 401(k)
Data from the public Form 5500 annual reports Logan Simpson Design filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Logan Simpson Design. Not financial advice. Report a correction · Methodology