# Exceptional Persons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/exceptional-persons-inc-401k-plan

> Exceptional Persons, INC.'s 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exceptional Persons, INC.

- **Sponsor EIN:** 420794846

- **Sponsor Address:** 760 ANSBOROUGH AVE, WATERLOO, IA, 50701

- **Plan Type:** 401(k)

- **Total Participants:** 232

- **Total Assets:** $17.1M

## 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|232|$17.1M|$610,897|$1.1M|

| 2023|232|$16.3M|$622,823|$1.1M|

| 2022|223|$14.5M|$612,581|$952,888|

## 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|

| LPL FINANCIAL CORPORATION|NONE|$40,748|—|$40,748|

| STANCORP FINANCIAL|NONE|$24,344|—|$24,344|

| HOGAN-HANSEN, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,092

- **Estimated Expense Ratio:** 0.380% of plan assets

### 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|$65,093|$40,748|$24,345|—|—|

| 2023|$59,945|—|$59,945|—|—|

| 2022|$61,414|—|$61,414|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/exceptional-persons-inc-401k-plan)

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