How big is Exemplis LLC's plan?

Exemplis LLC's plan reported $45.6M in assets and 578 participants for 2024.

Original filing (PDF)20250912104130NAL0001232049001

Exemplis LLC

Name: Exemplis LLC — Exemplis LLC 401(k) Savings Plan, Form 5500 (2024)
Creator: Exemplis LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Exemplis LLC 401(k) Savings Plan

401(k) retirement plan · Exemplis LLC's Exemplis LLC 401(k) Savings Plan held $45.6M in plan assets for 578 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

578

Accounts w/ balance

539

Plan assets (EOY)

$45.6M

Net assets (EOY)

$45.6M

People on this filing

Josie Tamez signed Exemplis LLC's 2024 Form 5500 as plan administrator.

Josie Tamez — 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

Exemplis LLC's EIN is 33-0697684.

EIN 33-0697684

Plan number 001

Plan year 2024

ACK ID 20250912104130NAL0001232049001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

EXEMPLIS LLC

EIN

all filings

Address

6415 KATELLA AVENUE, SUITE 200 · CYPRESS, CA · 90630

Phone

(714) 995-4800

Industry

Manufacturing

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

2025-09-12

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$20K	—

Investments

33 direct securities· $45.6M(100% of reported assets)

Mutual Funds

$32.4M

21 holdings

Common Collective Trusts

$11.1M

6 holdings

Other securities

$816K

2 holdings

Common Stocks

$546K

2 holdings

Bonds / Notes

$475K

1 holding

Agency / Mortgage-Backed

$269K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$8.2M	18.0%
Fidelity Investments Fidelity Advisor Freedom 2040 Fund	Mutual Funds	—	—	$4.3M	9.4%
Fidelity Investments Fidelity Advisor Freedom 2035 Fund	Mutual Funds	—	—	$3.7M	8.0%
Fidelity Investments Fidelity Advisor Freedom 2050 Fund	Mutual Funds	—	—	$3.6M	7.9%
Fidelity Investments Fidelity Advisor Freedom 2030 Fund	Mutual Funds	—	—	$3.3M	7.3%
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$3.1M	6.9%
Fidelity Investments Fidelity Advisor Freedom 2045 Fund	Mutual Funds	—	—	$3.1M	6.8%
Fidelity Investments Fidelity Select Technology Fund	Mutual Funds	—	—	$2.6M	5.7%
Fidelity Investments Fidelity Advisor Freedom 2055 Fund	Mutual Funds	—	—	$2.4M	5.2%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.6M	3.5%
Fidelity Investments Fidelity Advisor Freedom 2025 Fund	Mutual Funds	—	—	$1.3M	2.9%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$882K	1.9%
Fidelity Investments Fidelity Balanced Fund	Mutual Funds	—	—	$818K	1.8%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$786K	1.7%
Fidelity Investments Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$674K	1.5%
Janus Henderson Janus Enterprise Class T Fund	Mutual Funds	—	—	$659K	1.4%
Columbia Management Investment Advisors, LLC Columbia Dividend Income Fund Class A	Other securities	—	—	$628K	1.4%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$506K	1.1%
Fidelity Investments Fidelity Advisor Freedom 2060 Fund	Mutual Funds	—	—	$493K	1.1%
Fidelity Investments Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$480K	1.1%
Notes receivable from participants Interest rates from 4.25% to 9.5% -	Bonds / Notes	—	—	$475K	1.0%
Victory Capital Management Inc. Victory Sycamore Established Value Fund	Common Stocks	—	—	$445K	1.0%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$293K	0.6%
Fidelity Investments Fidelity GNMA Fund	Agency / Mortgage-Backed	—	—	$269K	0.6%
PIMCO RAE US Small Fund	Mutual Funds	—	—	$198K	0.4%
Eaton Vance Eaton Vance Income Fund of Boston Class A	Other securities	—	—	$189K	0.4%
Fidelity Investments Fidelity Advisor Freedom 2020 Fund	Mutual Funds	—	—	$141K	0.3%
Janus Henderson Janus Henderson Growth and Income Fund Class T	Mutual Funds	—	—	$137K	0.3%
Fidelity Investments Fidelity Advisor Freedom 2065 Fund	Mutual Funds	—	—	$113K	0.2%
The Goldman Sachs Group, Inc. Goldman Sachs Inflation Protected Securities Fund	Common Stocks	—	—	$101K	0.2%
Oppenheimer Funds Oppenheimer International Growth Fund	Mutual Funds	—	—	$59K	0.1%
Fidelity Investments Fidelity Advisor Freedom 2010 Fund	Mutual Funds	—	—	$22K	<0.1%
Fidelity Investments Fidelity Freedom Income Fund	Mutual Funds	—	—	$2K	<0.1%