Plan Ledger DOL Form 5500 · updated monthly

Exos401(k)

EXOS RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Exos reported $216,849 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $214 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 fell from 0.55% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 195th-largest of 1,285 plans among Arizona employers on file, and the 2,787th of 11,654 in professional & technical services. In 2024, employees put in $9.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,505,391
Participants with balances1,259
Active participants2,351
Employer contributions$503,674
Employee contributions$4,676,481
Employer contribution per active participant$214
Average account balance$39,321
Benefits paid to participants$4,299,070
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$49.5M · 1,259 accts · $504K emplr
2023$42.8M · 1,267 accts · $562K emplr
2022$33.7M · 1,185 accts · $511K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$216,849
Total administrative$216,849
The Exos 401(k) match · 2024
Employer contribution per active participant$214
Median for plans this size$2,416
2024$214 per active participant
2023$237 per active participant
2022$238 per active participant

Exos's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$150,913
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$65,849
CHARLES SCHWAB BANK · Custodial (securities)$17,444

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$216,849 · 0.47%
2023$212,679 · 0.56%
2022$195,622 · 0.55%
Same employer
Similar plansProfessional & Technical Services · Arizona
Ineight Inc. AZ$53.0M · 0.11%
Beachfleischman PLLC AZ$51.6M · 0.33%
Telesoft, LLC dba Mdsl AZ$46.6M · 0.29%
Phoenix Logistics, LLC AZ$42.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562590587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.