Plan Ledger DOL Form 5500 · updated monthly

Exemplis LLC401(k)

EXEMPLIS LLC 401(K) SAVINGS PLAN · CYPRESS, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Exemplis LLC reported $26,502 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,818 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.058% to 0.063%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,900th-largest of 9,483 plans among California employers on file, and the 3,363rd of 13,661 in manufacturing. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has shrunk from 670 to 578 since 2022.

Plan summary
Net assets, end of year$45,629,468
Participants with balances539
Active participants578
Employer contributions$1,628,723
Employee contributions$3,682,064
Employer contribution per active participant$2,818
Average account balance$84,656
Benefits paid to participants$4,883,983
Plan auditUnmodified (clean) audit opinion
AuditorWRIGHT FORD YOUNG AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$45.6M · 539 accts · $1.6M emplr
2023$38.5M · 577 accts · $1.7M emplr
2022$27.0M · 492 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,006
Investment management$20,496
Total administrative$26,502
The Exemplis LLC 401(k) match · 2024
Employer contribution per active participant$2,818
Median for plans this size$2,416
2024$2,818 per active participant
2023$2,698 per active participant
2022$2,007 per active participant

Exemplis LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$20,496
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,006

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$26,502 · 0.06%
2023$22,975 · 0.07%
2022$16,350 · 0.06%
Same employer
Similar plansManufacturing · California
Archer Aviation Inc. CA$47.4M · 0.04%
Dialog Semiconductor Inc. CA$47.2M · 0.20%
Nsg Technology, Inc. CA$46.9M · 0.01%
Ooma, Inc. CA$46.0M · 0.28%
Fit Electronics, Inc. CA$45.1M · 0.16%
Sciton Inc. CA$44.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330697684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.