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Original filing (PDF)20230912091034NAL0012419875001
PLEX SYSTEMS INC
Form 5500
FILING_RECEIVED
PLEX SYSTEMS INC 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLEX SYSTEMS INC.
Plan sponsor
Name
PLEX SYSTEMS INC
EIN
56-2589343
Address
900 TOWER DRIVE, SUITE 1500 · TROY, MI · 48098
Phone
(248) 391-8001
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-12
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $71K | — |
| USI ADVISORS | — | GLASTONBURY, CT | NONE | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $33K | — |
| BURNHAM & DELLS ADVISORS | — | GRAND RAPIDS, MA | NONE | $14K | — |
| DS INVESTMENT ADVISORS LLC | — | GRAND RAPIDS, MI | NONE | $5K | — |
| WATKINS, ROSS & CO. | — | GRAND RAPIDS, MI | NONE | $3K | — |
Investments
2 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH FUND CLASS R1 AST WILMINGTON TRUST · EIN 82-4435820 / PN 375 | Common Collective Trust | $0 | — |
| CORE PLUS BOND II FEE CLASS R1 AST WILMINGTON TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | $0 | — |
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