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Original filing (PDF)20250616124341NAL0000492387001
PLEXUS WORLDWIDE, LLC
Form 5500
FILING_RECEIVED
PLEXUS WORLDWIDE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
303
Accounts w/ balance
434
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% 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 PLEXUS WORLDWIDE, LLC.
Plan sponsor
Name
PLEXUS WORLDWIDE, LLC
EIN
46-5571152
Address
9145 E PIMA CENTER PARKWAY · SCOTTSDALE, AZ · 852584627
Phone
(480) 434-6112
Industry
Retail Tradesee 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
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $103K | — |
Investments
30 direct securities · 3 pooled funds· $36.9M(100% 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.
Uncategorized
$21.6M
30 holdings
Common Collective Trust
$15.1M
2 holdings
Pooled Separate Account
$202K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC INDX RET INC R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $15.0M | 69.1% | |
| 7 Principal Trust Company Fidelity 500 Index Fund | — | — | — | $2.3M | 10.4% | |
| 24 Principal Trust Company TIAA-CREF Lifecycle Index 2040 | — | — | — | $2.2M | 10.4% | |
| 25 Principal Trust Company TIAA-CREF Lifecycle Index 2045 | — | — | — | $2.2M | 10.2% | |
| 23 Principal Trust Company TIAA-CREF Lifecycle Index 2035 | — | — | — | $2.2M | 10.1% | |
| 26 Principal Trust Company TIAA-CREF Lifecycle Index 2050 | — | — | — | $2.1M | 9.6% | |
| 27 Principal Trust Company TIAA-CREF Lifecycle Index 2055 | — | — | — | $2.0M | 9.2% | |
| 22 Principal Trust Company TIAA-CREF Lifecycle Index 2030 | — | — | — | $1.8M | 8.4% | |
| 28 Principal Trust Company TIAA-CREF Lifecycle Index 2060 | — | — | — | $1.1M | 5.2% | |
| 15 Principal Trust Company Vanguard US Growth Admiral | — | — | — | $825K | 3.8% | |
| 19 Principal Trust Company TIAA-CREF Lifecycle Index 2015 ** 57 20 Principal Trust Company TIAA-CREF Lifecycle Index 2020 | — | — | — | $628K | 2.9% | |
| 9 Principal Trust Company Fidelity LargeCap Growth Index Fund | — | — | — | $482K | 2.2% | |
| 5 Principal Trust Company DFA US Targeted Value | — | — | — | $481K | 2.2% | |
| 21 Principal Trust Company TIAA-CREF Lifecycle Index 2025 | — | — | — | $464K | 2.1% | |
| 10 Principal Trust Company Fidelity MidCap Index Fund | — | — | — | $414K | 1.9% | |
| 14 Principal Trust Company Vanguard Explorer Admiral Fund | — | — | — | $365K | 1.7% | |
| 1 Principal Trust Company American Funds American Mutual Fund | — | — | — | $364K | 1.7% | |
| Notes receivable from participants Maturing at various times through 2029 | — | — | — | $269K | 1.2% | |
| 8 Principal Trust Company Fidelity International Index | — | — | — | $214K | 1.0% | |
| 31 * Principal Trust Company Principal Diversified International Separate Account | — | — | — | $202K | 0.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $202K | 0.9% | |
| 11 Principal Trust Company Fidelity SmallCap Index Fund | — | — | — | $191K | 0.9% | |
| 2 Principal Trust Company Baird Core Plus Bond | — | — | — | $187K | 0.9% | |
| 29 Principal Trust Company TIAA-CREF Lifecycle Index 2065 | — | — | — | $174K | 0.8% | |
| 6 Principal Trust Company Fidelity LargeCap Value Index Fund | — | — | — | $126K | 0.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $112K | 0.5% | |
| 13 Principal Trust Company PGIM High Yield Fund | — | — | — | $67K | 0.3% | |
| 4 Principal Trust Company DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $57K | 0.3% | |
| 12 Principal Trust Company Invesco Developing Markets Fund Class | — | — | — | $55K | 0.3% | |
| 16 Principal Trust Company Victory Trivalent International SmallCap Fund | — | — | — | $37K | 0.2% | |
| 30 Principal Trust Company TIAA-CREF Lifecycle Index Retirement Income | — | — | — | $18K | <0.1% | |
| 3 Principal Trust Company DFA Emerging Markets Fund | — | — | — | $2K | <0.1% | |
| 18 Principal Trust Company TIAA-CREF Lifecycle Index 2010 | — | — | — | $2K | <0.1% |
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