Plan Snapshot
- Plan Sponsor: Plexus Worldwide, LLC
- Sponsor EIN: 465571152
- Sponsor Address: 9145 E PIMA CENTER PARKWAY, SCOTTSDALE, AZ, 852584627
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 403
- Total Assets: $26.0M
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. |
|---|---|---|---|---|
| 2025 | 403 | $26.0M | $0 | $0 |
| 2024 | 303 | $21.7M | $1.2M | $2.2M |
| 2023 | 283 | $19.6M | $1.2M | $2.3M |
| 2022 | 351 | $15.8M | $1.2M | $2.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $103,228 | — | $103,228 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $51,837 | $51,837 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,065
- Estimated Expense Ratio: 0.596% 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 | $3,554,010 | — | $103,228 | — | — |
| 2024 | $102,608 | — | $102,608 | — | — |
| 2023 | $96,851 | — | $96,851 | — | — |
| 2022 | $82,958 | — | $82,958 | — | — |