# Exos 401(k) Plan
Source: https://planprovider.pro/companies/exos-401k-plan

> Exos's 401(k) plan: 2,351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exos

- **Sponsor EIN:** 562590587

- **Sponsor Address:** 2629 E. ROSE GARDEN LANE, PHOENIX, AZ, 85050

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

- **Total Participants:** 2,351

- **Total Assets:** $49.5M

## 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|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|

| METZ & ASSOCIATES PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ & ASSOCIATES PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — 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|$216,849|—|$216,849|—|—|

| 2023|$212,679|$53,998|$158,681|—|—|

| 2022|$195,622|—|$195,622|—|—|

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