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Original filing (PDF)20250930111128NAL0019310642001
EXPONENTIAL POWER
Form 5500
FILING_RECEIVED
EXPONENTIAL POWER 401K PLAN
401(k) retirement plan
Signals · 2
53% in single holdingNo recordkeeper disclosed
Active participants
270
Accounts w/ balance
340
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: BLACKROCK RUSSELL 1000 GROWTH INDEX FUND (extraction pending)]" is 53% of plan.
- 49 bps in Schedule C fees — 67% 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 EXPONENTIAL POWER.
Plan sponsor
Name
EXPONENTIAL POWER
EIN
45-5538379
Address
1209 ORANGE ST. · WILMINGTON, DE · 19801
Phone
(262) 946-1282
Industry
Manufacturingsee 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
2025-09-30
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)
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)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | — | MILWAUKEE, WI | RETAINED BY EMPLOYER | $63K | — |
| TOWERS WATSON INVESTMENT SERVICES | — | ARLINGTON, VA | RETAINED BY EMPLOYER | $44K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $24K | — |
Investments
4 direct securities · 5 pooled funds· $4.2M(16% 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
$2.1M
5 holdings
Uncategorized
$2.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: BLACKROCK RUSSELL 1000 GROWTH INDEX FUND (extraction pending)] | — | — | — | $1.1M | 4.2% | |
| BR RUSS 1000 GRTH R GREAT GRAY · EIN 81-1025041 / PN 012 | Common Collective Trust | — | — | $1.1M | 4.2% | |
| [DFE: BLACKROCK EQUITY INDEX FUND (extraction pending)] | — | — | — | $547K | 2.0% | |
| BR EQ IDX R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $547K | 2.0% | |
| [DFE: BLACKROCK RUSSELL 1000 VALUE INDEX FUND (extraction pending)] | — | — | — | $260K | 1.0% | |
| BR RUSS 1000 VAL R GREAT GRAY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $260K | 1.0% | |
| [DFE: BLACKROCK RUSSELL 2000 INDEX FUND (extraction pending)] | — | — | — | $117K | 0.4% | |
| BR RUSS 2000 IDX R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $117K | 0.4% | |
| BR MID CAP EQ IDX R GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $81K | 0.3% |
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