Plan Snapshot
- Plan Sponsor: Exos
- Sponsor EIN: 562590587
- Sponsor Address: 2629 E. ROSE GARDEN LANE, PHOENIX, AZ, 85050
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,995
- Total Assets: $57.2M
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. |
|---|---|---|---|---|
| 2025 | 2,995 | $57.2M | $0 | $0 |
| 2024 | 2,351 | $49.5M | $503,674 | $4.7M |
| 2023 | 2,370 | $42.8M | $562,457 | $4.6M |
| 2022 | 2,153 | $33.7M | $511,408 | $4.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $157,174 | $160 | $157,334 |
| ALERA INVESTMENT ADVISORS, LLC | Other Service Provider | $68,923 | — | $68,923 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | — | $18,950 | $18,950 |
| GLOBAL RETIREMENT PARTNERS, LLC | Other Service Provider | $6,328 | — | $6,328 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $251,535
- Estimated Expense Ratio: 0.439% 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 |
|---|---|---|---|---|---|
| 2025 | $6,302,019 | $75,251 | $157,180 | — | — |
| 2024 | $216,849 | — | $216,849 | — | — |
| 2023 | $212,679 | $53,998 | $158,681 | — | — |
| 2022 | $195,622 | — | $195,622 | — | — |