Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Logical Retirement Solution is a benefit plan reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,487 participants and $54,491,550 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,491,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,491,550
- Net assets (BOY)
- $28,470,619
Income & contributions
- Employer contributions
- $2,186,915
- Participant contributions
- $4,024,126
- Total contributions
- $9,567,375
- Total income / additions
- $15,834,816
Expenses & distributions
- Benefits paid
- $848,188
- Administrative expenses
- $327,184
- Total expenses
- $1,175,372
- Net increase / (decrease)
- $14,659,444