How big is Plexus Capital, LLC's plan?

Plexus Capital, LLC's plan reported $11.3M in assets and 37 participants for 2024.

Original filing (PDF)20250729075629NAL0001417667001

Plexus Capital, LLC

Name: Plexus Capital, LLC — Plexus Capital Retirement Plan, Form 5500 (2024)
Creator: Plexus Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plexus Capital Retirement Plan

401(k) retirement plan · Plexus Capital, LLC's Plexus Capital Retirement Plan held $11.3M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

LISA Goffredo signed Plexus Capital, LLC's 2024 Form 5500 as plan administrator.

LISA Goffredo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Plexus Capital, LLC's EIN is 20-2775930.

EIN 20-2775930

Plan number 001

Plan year 2024

ACK ID 20250729075629NAL0001417667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Plexus Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Plexus Capital, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLEXUS CAPITAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score