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Original filing (PDF)20250916101606NAL0001857617001

EXODUS HR, LLC

Form 5500
FILING_RECEIVED
EXODUS HR, LLC MULTIPLE EMPLOYER PLAN
401(k) retirement plan
Signals · 3
25% in single holding~83 bps in Sched C feesNo recordkeeper disclosed
Active participants
534
Accounts w/ balance
431
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Vanguard Total Stock Market Index Fund Instl Mutual Fund" is 25% of plan.
  • 83 bps in Schedule C fees — 187% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXODUS HR, LLC.
Plan sponsor
Name
EXODUS HR, LLC
EIN
45-2482738
Address
317 W. EVERGREEN · DURANT, OK · 74701
Phone
(580) 931-3865
Industry
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
2025-09-16
Pension benefit codes
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
TPA / Administrator
2
NameEINLocationRelationDirect compIndirect comp
SLAVIC INTEGRATED ADMINISTRATION65-0608221TPA$115K
EXODUS HR, LLC MULTIPLE EMPLOYER PL45-2482738PLAN ADMINISTRATOR$12K
Other
1
NameEINLocationRelationDirect compIndirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP59-2749576INVESTMENT MGMT$43K

Investments

39 direct securities· $20.2M(99% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Total Stock Market Index Fund Instl Mutual Fund$5.3M25.8%
Vanguard Intermediate-Term Bond Index Fund Mutual Fund$3.1M15.1%
Fidelity Advisor Technology Fund Mutual Fund$1.8M9.1%
Vanguard Federal Money Market Fund Mutual Fund$1.8M8.7%
Vanguard Consumer Staples Index Fund Mutual Fund$1.4M6.8%
iShares MSCI EAFE International Index Fund Mutual Fund$1.1M5.2%
Fidelity 500 Index Fund Mutual Fund$875K4.3%
Vanguard Total Int'l Stock Index Fund Mutual Fund$752K3.7%
Vanguard Equity Income Fund Mutual Fund$602K3.0%
T. Rowe Price PRWAX - T. Rowe Price New American Growth Fund$533K2.6%
Vanguard Utilities Index Admiral Mutual Fund$338K1.7%
Vanguard Target Retirement 2035 Fund Mutual Fund$238K1.2%
Vanguard Mid Cap Index Fund Mutual Fund$235K1.2%
Vanguard VMRXX - Vanguard Money Mkt Reserve-Prime 0 Participant Loans 4.25% - 9.50%$222K1.1%
MFS Technology Fund Mutual Fund$220K1.1%
Vanguard Target Retirement 2025 Fund Mutual Fund$194K1.0%
American Funds EuroPacific Fund Mutual Fund$182K0.9%
Vanguard Target Retirement 2050 Fund Mutual Fund$168K0.8%
Vanguard Mid Cap Value Index Fund Mutual Fund$162K0.8%
T. Rowe Price Dividend Growth Fund Mutual Fund$161K0.8%
Vanguard Mid Cap Growth Fund Mutual Fund$134K0.7%
DFA Emerging Markets Core Equity Fund Mutual Fund$103K0.5%
Vanguard Small Cap Index Fund Mutual Fund$95K0.5%
Vanguard Target Retirement 2030 Fund Mutual Fund$82K0.4%
Vanguard Small Cap Value Index Fund Mutual Fund$74K0.4%
Vanguard Real Estate Index Fund Mutual Fund$71K0.3%
Fidelity Select Natural Resources Fund Mutual Fund$69K0.3%
Vanguard Total Stock Market Index Fund Admiral Mutual Fund$51K0.3%
Vanguard Short-Term Bond Index Fund Mutual Fund$47K0.2%
Vanguard Small Cap Growth Index Fund Mutual Fund$47K0.2%
Vanguard Inflation Protected Securities Fund Mutual Fund$39K0.2%
Vanguard Target Retirement 2060 Fund Mutual Fund$36K0.2%
MFS Utilities Fund Mutual Fund$27K0.1%
Vanguard Target Retirement 2045 Fund Mutual Fund$21K0.1%
Putnam High Yield Advantage Fund Mutual Fund$14K<0.1%
Vanguard Total Bond Market Index Fund Mutual Fund$12K<0.1%
Vanguard Target Retirement 2065 Fund Mutual Fund$4K<0.1%
Vanguard Target Retirement 2040 Fund Mutual Fund$3K<0.1%
Vanguard Short-Term Federal Fund Mutual Fund$2K<0.1%

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