Plan Snapshot
- Plan Sponsor: Crexendo INC
- Sponsor EIN: 870591719
- Sponsor Address: 1615 SOUTH 52ND STREET, TEMPE, AZ, 852816233
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $14.6M | $529,704 | $1.3M |
| 2023 | 166 | $11.0M | $517,000 | $1.2M |
| 2022 | 130 | $6.2M | $219,346 | $532,418 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $68,018 | — | $68,018 | — | — |
| 2023 | $49,609 | — | $49,609 | — | — |
| 2022 | $34,398 | — | $34,398 | — | — |