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Original filing (PDF)20250715081435NAL0001162355001
PLEXUS CORP.
Form 5500
FILING_RECEIVED
PLEXUS CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,714
Accounts w/ balance
4,178
Plan assets (EOY)
$606.1M
Net assets (EOY)
$606.1M
How this plan invests
This plan
18 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLEXUS CORP..
Plan sponsor
Name
PLEXUS CORP.
EIN
39-1344447
Address
ONE PLEXUS WAY · NEENAH, WI · 549563045
Phone
(920) 969-6000
Industry
Management of Companies / Holdingssee 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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $224K | — |
| FRANCIS INVESTMENT COUNSEL LLC | — | BROOKFIELD, WI | NONE | $116K | — |
| FRANCIS INVESTMENT COUNSEL LLC | — | BROOKFIELD, WI | NONE | $78K | — |
| WIPFLI LLP | — | MILWAUKEE, WI | NONE | $29K | — |
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $10K | — |
Investments
11 direct securities · 18 pooled funds· $599.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$415.9M
18 holdings
Uncategorized
$183.9M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $96.7M | 16.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $59.3M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $53.4M | 8.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $48.3M | 8.0% | |
| T. ROWE PRICE BLUE CHIP GROWTH TRUS T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $42.8M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $31.0M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $27.6M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $26.9M | 4.4% | |
| GENEVA SML CAP GTH COL FD CL C GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $25.1M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $23.0M | 3.8% | |
| Plexus Corp. Common Stock Common Stock | — | — | — | $22.8M | 3.8% | |
| TRP STABLE VALUE FUND - N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.6M | 3.6% | |
| American EuroPacific Growth Fund R6 Mutual Fund | — | — | — | $20.3M | 3.4% | |
| TRP EQUITY INCOME TRUST D T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $19.4M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $15.9M | 2.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $13.0M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.6% | |
| American Beacon Small Cap Value R6 Mutual Fund | — | — | — | $9.5M | 1.6% | |
| Goldman Sachs Emerging Market Equity Fund R6 Mutual Fund | — | — | — | $5.8M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.7% | |
| PIMCO Commodities Plus Institutional Fund Mutual Fund | — | — | — | $4.0M | 0.7% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $3.9M | 0.6% | |
| M.F.S. Emerging Market Debt R6 Mutual Fund | — | — | — | $3.8M | 0.6% | |
| DFA International Small Company Portfolio Inst Mutual Fund | — | — | — | $3.7M | 0.6% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.6M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $382K | <0.1% | |
| Vanguard Federal Money Market Fund Money Market | — | — | — | $319K | <0.1% |
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