Plan Ledger DOL Form 5500 · updated monthly

Exo, Inc.401(k)

EXO, INC. 401(K) PLAN · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Exo, Inc. reported $2,826 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,588th of 9,483), and 2,981st of 4,246 in wholesale trade. active participation has shrunk from 152 to 90 since 2022.

Plan summary
Net assets, end of year$9,537,837
Participants with balances107
Active participants90
Employer contributions—
Employee contributions$1,779,555
Employer contribution per active participant—
Average account balance$89,139
Benefits paid to participants$1,102,859
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 107 accts
2023$7.7M · 122 accts
2022$4.5M · 114 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,785
Investment management$41
Total administrative$2,826
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$2,826

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,826 · 0.03%
2023$870 · 0.01%
2022$565 · 0.01%
Same employer
Similar plansWholesale Trade · California
Odu-Usa Inc CA$9.7M · 0.50%
Adm Associates, Inc. CA$9.6M · 0.37%
All.Health, Inc. CA$9.6M · 0.56%
Pro*Act, LLC CA$9.4M · 0.12%
Key Code Media, Inc. CA$9.4M · 1.09%
Hatch Baby Inc CA$9.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813936528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.