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Original filing (PDF)20250828171241NAL0010501201001
EXOS
Form 5500
FILING_RECEIVED
EXOS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,351
Accounts w/ balance
1,259
Plan assets (EOY)
$49.5M
Net assets (EOY)
$49.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXOS.
Plan sponsor
Name
EXOS
EIN
56-2590587
Address
2629 E. ROSE GARDEN LANE · PHOENIX, AZ · 85050
Phone
(480) 449-9000
Industry
All Other Professional Services· 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
2025-08-28
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
METZ & ASSOCIATES PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $151K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $66K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $17K | — |
Investments
28 direct securities · 1 pooled fund· $49.5M(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
$49.5M
28 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual funds | — | — | — | $6.4M | 13.0% | |
| Vanguard Target Retirement 2045 Fund Mutual funds | — | — | — | $5.9M | 12.0% | |
| Vanguard 500 Index Fund Mutual funds | — | — | — | $5.5M | 11.0% | |
| Vanguard Target Retirement 2055 Fund Mutual funds | — | — | — | $5.3M | 10.7% | |
| Vanguard Target Retirement 2040 Fund Mutual funds | — | — | — | $4.7M | 9.5% | |
| Vanguard Target Retirement 2035 Fund Mutual funds | — | — | — | $3.8M | 7.7% | |
| JPMorgan Large Cap Growth Fund Mutual funds | — | — | — | $2.9M | 5.9% | |
| Vanguard Target Retirement 2030 Fund Mutual funds | — | — | — | $2.0M | 3.9% | |
| Vanguard Target Retirement 2060 Fund Mutual funds | — | — | — | $1.8M | 3.6% | |
| Vanguard Developing Markets Index Fund Mutual funds | — | — | — | $1.6M | 3.3% | |
| MFS Value Fund R6 Mutual funds | — | — | — | $1.4M | 2.8% | |
| PGIM Total Return Bond Fund Mutual funds | — | — | — | $1.2M | 2.5% | |
| Vanguard Small Cap Index Fund Mutual funds | — | — | — | $1.2M | 2.4% | |
| Vanguard Target Retirement 2020 Fund Mutual funds | — | — | — | $794K | 1.6% | |
| Janus Henderson Enterprise Fund Mutual funds | — | — | — | $787K | 1.6% | |
| Nuveen Core Impact Bond R6 Mutual funds 1 * Standard Stable Asset A Fully benefit-responsive investment contract | — | — | — | $693K | 1.4% | |
| Vanguard Target Retirement 2025 Fund Mutual funds | — | — | — | $620K | 1.3% | |
| Hood River Small-Cap Growth Fund Mutual funds | — | — | — | $466K | 0.9% | |
| Allspring Spec Mid Cap Value Mutual funds | — | — | — | $455K | 0.9% | |
| Fidelity Advisor International Capital Appreciation Fund Mutual funds | — | — | — | $356K | 0.7% | |
| Vanguard Mid Cap Index Fund Mutual funds | — | — | — | $318K | 0.6% | |
| Cash 18 * Participant Loans Interest rates from 3.25% to 8.50% $0 | — | — | — | $304K | 0.6% | |
| Vanguard Balanced Index Fund Mutual funds | — | — | — | $256K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual funds | — | — | — | $226K | 0.5% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual funds | — | — | — | $175K | 0.4% | |
| Allspring Spec Small Cap Value Fund Mutual funds | — | — | — | $159K | 0.3% | |
| Vanguard Total Bond Market Index Fund Mutual funds | — | — | — | $144K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual funds | — | — | — | $51K | 0.1% | |
| GALLIARD RETIREMENT INCOME FUND WILMINGTON TRUST RETIREMENT & INSTITUTIONAL SERVICES CO · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% |
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