HIGHER LOGIC RETIREMENT PLAN

Plan Overview & Key Metrics

HIGHER LOGIC RETIREMENT PLAN is a defined contribution retirement plan offered by HIGHER LOGIC, LLC. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

HIGHER LOGIC RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of HIGHER LOGIC RETIREMENT PLAN is $29,144,562.00.This plan was established in 2012.

HIGHER LOGIC RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in HIGHER LOGIC RETIREMENT PLAN is 407

HIGHER LOGIC RETIREMENT PLAN Average Participant Retirement Account Value

In 2024, the average participant retirement account value for HIGHER LOGIC RETIREMENT PLAN is $71,608.00

HIGHER LOGIC RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for HIGHER LOGIC RETIREMENT PLAN is $5,954.00.

HIGHER LOGIC RETIREMENT PLAN Estimated Average Employer Match

In 2024, the estimated average employer match for an employee in HIGHER LOGIC RETIREMENT PLAN is approximately $2,673.00
Investing in this additonal $2,673.00 for 20 years would give you extra $171,129.00, assuming a 10% annual return.

HIGHER LOGIC RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2024, HIGHER LOGIC RETIREMENT PLAN allocates $1,088,279.00 to match its employees’ contributions, providing an employer match rate of 45.02% of their contributions

HIGHER LOGIC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of HIGHER LOGIC RETIREMENT PLAN is 22.27%.

HIGHER LOGIC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for HIGHER LOGIC RETIREMENT PLAN is 14.28%. This measures the effectiveness of the plan participants’ investments in the year.

HIGHER LOGIC RETIREMENT PLAN Expense Ratio

In 2024, the investment and administrative expense ratio of HIGHER LOGIC RETIREMENT PLAN is 0.42%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

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Enrollment & Brokerage Features

The following features describe how HIGHER LOGIC RETIREMENT PLAN handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

HIGHER LOGIC RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of HIGHER LOGIC RETIREMENT PLAN:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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