# Exfo America INC. 401(k) Plan
Source: https://planprovider.pro/companies/exfo-america-inc-plan

> Exfo America INC.'s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES & ASSOCIATES INC|INVESTMENT ADVISOR|$71,759|—|$71,759|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,568|—|$16,568|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$10,983|—|$10,983|

| 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](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,310

- **Estimated Expense Ratio:** 0.352% 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|$99,310|$88,327|—|—|—|

| 2023|$87,284|$82,510|—|—|—|

| 2022|$88,437|—|$88,437|—|—|

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