2023 Form 5500 filing — The Logical Retirement Solution
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250627103654NAL0005288435001) for The Logical Retirement Solution, reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 002. It reports 1,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250627103654NAL0005288435001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Americantcs Fiduciary Services, LLC
- EIN
- 93-2789379
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 1,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,491,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,491,550
- Employer contributions
- $2,186,915
- Participant contributions
- $4,024,126
- Total income / additions
- $15,834,816
- Benefits paid
- $848,188
- Administrative expenses
- $327,184
- Total expenses
- $1,175,372
- Net increase / (decrease)
- $14,659,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Americantcs Fiduciary Services, LLC | NONE | $327,184 | not reported in the loaded dataset |