Plan Snapshot
- Plan Sponsor: Plexus Corp.
- Sponsor EIN: 391344447
- Sponsor Address: ONE PLEXUS WAY, NEENAH, WI, 549563045
- Plan Type: 401(k)
- Total Participants: 2,714
- Total Assets: $606.1M
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 | 2,714 | $606.1M | $9.9M | $23.6M |
| 2023 | 3,240 | $542.6M | $10.2M | $24.4M |
| 2022 | 3,324 | $462.6M | $9.7M | $23.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $223,501 | — | $223,501 |
| FRANCIS INVESTMENT COUNSEL LLC | NONE | $194,551 | — | $194,551 |
| WIPFLI LLP | NONE | $28,885 | — | $28,885 |
| GRANT THORNTON LLP | NONE | $10,400 | — | $10,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $457,337
- Estimated Expense Ratio: 0.075% 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 | $460,329 | $194,551 | — | $39,285 | — |
| 2023 | $447,289 | $181,017 | — | $26,355 | — |
| 2022 | $460,993 | — | — | — | $227,947 |