How big is PLEX Consulting, LLC's plan?

PLEX Consulting, LLC's plan reported $461K in assets and 8 participants for 2025.

Original filing (PDF)20260424220949NAL0006473921025

PLEX Consulting, LLC

Name: PLEX Consulting, LLC — PLEX Consulting 401(k) Plan, Form 5500 (2025)
Creator: PLEX Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PLEX Consulting 401(k) Plan

401(k) retirement plan · PLEX Consulting, LLC's PLEX Consulting 401(k) Plan held $461K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

Plan identifiers

PLEX Consulting, LLC's EIN is 87-3398102.

EIN 87-3398102

Plan number 001

Plan year 2025

ACK ID 20260424220949NAL0006473921025

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PLEX Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PLEX Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

PLEX CONSULTING, LLC

EIN

all filings

Address

2111 E HIGHLAND AVE · SUITE B310 · PHOENIX, AZ · 85016

Phone

(844) 753-9669

Industry

Professional & Technical Services

Plan administrator