# Exemplis LLC 401(k) Plan
Source: https://planprovider.pro/companies/exemplis-llc-401k-plan

> Exemplis LLC's 401(k) plan: 578 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exemplis LLC

- **Sponsor EIN:** 330697684

- **Sponsor Address:** 6415 KATELLA AVENUE, SUITE 200, CYPRESS, CA, 90630

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

- **Total Participants:** 578

- **Total Assets:** $45.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|578|$45.6M|$1.6M|$3.7M|

| 2023|615|$38.5M|$1.7M|$3.7M|

| 2022|670|$27.0M|$1.3M|$3.0M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$20,496|—|$20,496|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,006|—|$6,006|

| WRIGHT FORD YOUNG AND CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WRIGHT FORD YOUNG AND CO](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,502

- **Estimated Expense Ratio:** 0.058% 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|$26,502|$20,496|$1,200|—|—|

| 2023|$22,975|$17,137|—|—|—|

| 2022|$16,350|$13,312|—|—|—|

## Similar Plans

- [Jbi, LLC](https://planprovider.pro/companies/jbi-llc-plan-003) — 408 participants

- [Virco Mfg. Corporation](https://planprovider.pro/companies/virco-mfg-corporation-401k-plan) — 758 participants

- [Avocado Green Brands, LLC](https://planprovider.pro/companies/avocado-green-brands-llc-401k-plan) — 390 participants

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

© 2026 PlanProvider.Pro