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Original filing (PDF)20250828094233NAL0005440883001
EX2 SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
EX2 SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
138
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EX2 SOLUTIONS, INC..
Plan sponsor
Name
EX2 SOLUTIONS, INC.
EIN
20-4052227
Address
11900 RANCH RD. 620 N. · AUSTIN, TX · 787501345
Phone
(512) 750-9895
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $25K | — |
Investments
28 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.4M | 20.0% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $1.9M | 11.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 9.1% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $1.5M | 8.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.3M | 7.5% | |
| Gabelli U.S. Treas Money Market I Gabelli 0 | — | — | — | $1.1M | 6.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.0M | 6.1% | |
| Fidelity Growth Strategies K6 Fidelity 0 | — | — | — | $936K | 5.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 477 Fidelity Advisor Equity Growth Z Fidelity 0 | — | — | — | $842K | 5.0% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $405K | 2.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $399K | 2.4% | |
| Vanguard S&P Mid-Cap 400 Index ETF Vanguard 0 | — | — | — | $393K | 2.3% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $377K | 2.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $318K | 1.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $260K | 1.5% | |
| JPMorgan Value Advantage Class L JP Morgan 0 | — | — | — | $258K | 1.5% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $183K | 1.1% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $150K | 0.9% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $147K | 0.9% | |
| Vanguard FTSE Developed Markets ETF Vanguard 0 | — | — | — | $126K | 0.8% | |
| American Funds New World R6 American Funds 0 | — | — | — | $121K | 0.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $72K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $60K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $30K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $18K | 0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $11K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $4K | <0.1% |
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