Plan Snapshot
- Plan Sponsor: Plex Solutions, LLC
- Sponsor EIN: 464899174
- Sponsor Address: 4319 ROSEDALE AVE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $15.5M
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 | 139 | $15.5M | $1.9M | $1.3M |
| 2023 | 125 | $11.7M | $1.6M | $1.1M |
| 2022 | 124 | $8.4M | $1.1M | $825,048 |
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 |
|---|---|---|---|---|
| BRONTIDE LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRONTIDE 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 | $65,117 | — | — | — | — |
| 2023 | $52,227 | — | — | — | — |
| 2022 | — | — | — | — | — |