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Original filing (PDF)20250924131855NAL0017167026001

PLEXSYS INTERFACE PRODUCTS, INC.

Form 5500
FILING_RECEIVED
PLEXSYS INTERFACE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.3 moNo recordkeeper disclosed
Active participants
204
Accounts w/ balance
246
Plan assets (EOY)
$34.3M
Net assets (EOY)
$34.3M
Plan health score (directional)
92
/ 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
95
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 1.3 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLEXSYS INTERFACE PRODUCTS, INC..
Plan sponsor
Name
PLEXSYS INTERFACE PRODUCTS, INC.
EIN
93-0919351
Address
4900 NW CAMAS MEADOWS DRIVE · CAMAS, WA · 98607
Phone
(360) 838-2522
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
MARTEL WEALTH ADVISORS, INC.VANCOUVER, WANONE$30K
THE VANGUARD GROUP, INC.23-1945930NONE$22K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.