Plan Snapshot
- Plan Sponsor: Plexium, INC.
- Sponsor EIN: 822230262
- Sponsor Address: 9330 SCRANTON ROAD, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 68 | $6.1M | $477,448 | $1.0M |
| 2023 | 92 | $4.6M | $543,960 | $1.2M |
| 2022 | 94 | $2.4M | $451,331 | $1.1M |
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 |
|---|---|---|---|---|
| REDWITZ INC | Auditor | $3,100 | — | $3,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDWITZ INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,100
- Estimated Expense Ratio: 0.051% 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 | $29,553 | $26,419 | — | $3,100 | — |
| 2023 | $281,813 | — | $17,313 | — | — |
| 2022 | $357,010 | — | $9,094 | — | — |