Plan Snapshot
- Plan Sponsor: Exfo America INC.
- Sponsor EIN: 752456766
- Sponsor Address: 3400 WATERVIEW PARKWAY SUITE 100, RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 89 | $28.2M | $528,389 | $1.3M |
| 2023 | 113 | $26.6M | $597,539 | $1.5M |
| 2022 | 119 | $24.8M | $639,574 | $1.5M |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR LLC — Auditor
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 | $99,310 | $88,327 | — | — | — |
| 2023 | $87,284 | $82,510 | — | — | — |
| 2022 | $88,437 | — | $88,437 | — | — |