Plan Ledger DOL Form 5500 · updated monthly

Exo-S US, LLC401(k)

EXO-S US, LLC 401(K) PLAN · HOWE, IN · plan year 2025

Reported admin expense ratio · 2025
0.35%

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

Exo-S US, LLC reported $29,993 in plan administrative expenses for 2025: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,679 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 3 years on file its reported administrative ratio fell from 0.51% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (933rd of 1,562), and 9,208th of 13,661 in manufacturing. In 2025, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 162 to 110 since 2022.

Plan summary
Net assets, end of year$9,049,337
Participants with balances189
Active participants110
Employer contributions$184,714
Employee contributions$399,942
Employer contribution per active participant$1,679
Average account balance$47,880
Benefits paid to participants$936,940
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY MCCOY & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$9.0M · 189 accts · $185K emplr
2024$8.1M · 195 accts · $215K emplr
2023$7.9M · 394 accts · $252K emplr
2022$6.7M · 418 accts · $308K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$25,360
Investment management$4,633
Total administrative$29,993
The Exo-S US, LLC 401(k) match · 2025
Employer contribution per active participant$1,679
Median for plans this size$1,464
2025$1,679 per active participant
2024$1,752 per active participant
2023$1,645 per active participant
2022$1,899 per active participant

Exo-S US, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
JP MORGAN INVEST HOLDINGS LLC$24,454

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

Administrative cost history4
2025$29,993 · 0.35%
2024$38,828 · 0.49%
2023$36,324 · 0.50%
2022$39,901 · 0.51%
Same employer
Similar plansManufacturing · Indiana
Georg Utz IN$9.1M · 0.26%
Nanshan America Aat, LLC IN$9.1M · 0.14%
Techniks Holding, LLC IN$8.9M · 0.39%
D & M Tool Corporation IN$8.7M · 0.41%
Global Plastics, Inc. IN$8.6M · 0.56%
Sullivan-Palatek, Inc. IN$8.4M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202683580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.