Back to filter
Original filing (PDF)20251015105714NAL0004347281001
PLEXSYS INTERFACE PRODUCTS, INC.
Form 5500
FILING_RECEIVED
THE PLEXSYS INTERFACE PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
58% in single holdingNo recordkeeper disclosed
Active participants
189
Accounts w/ balance
188
Plan assets (EOY)
$97.2M
Net assets (EOY)
$88.8M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "Allocated - 41,580" is 58% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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 DR · CAMAS, WA · 98607
Phone
(360) 838-2537
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $96.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allocated - 41,580 | — | — | $8.8M | $56.1M | 57.7% | |
| Unallocated - 29,865 | — | — | $4.7M | $40.3M | 41.5% | |
| Federated Hermes Federated Hermes Treasury Obligations Fd 576 | — | — | $285K | $285K | 0.3% | |
| U.S. Treasury U.S. Treasury Bill Due 1/30/2025 | — | — | $115K | $115K | 0.1% | |
| JP Morgan Deposit Account | — | — | $1K | $1K | <0.1% |
Related plans
Similar-size Professional & Technical Services plans
NETGEAR, INC.
NETGEAR, INC 401(K) RETIREMENT SAVINGS PLAN
$96.9M · 230 participants
CORE BTS, INC.
CORE BTS 401(K) RETIREMENT PLAN
$97.8M · 547 participants
UPSTART NETWORK, INC.
UPSTART NETWORK, INC. 401(K) PLAN
$97.9M · 1,179 participants
SYNCHRONOSS TECHNOLOGIES, INC.
SYNCHRONOSS TECHNOLOGIES, INC. 401(K) PLAN
$95.9M · 253 participants
LIFEWORKS (US) LTD.
LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN
$98.9M · 1,154 participants
HEALTHSTREAM, INC.
HEALTHSTREAM, INC. 401(K) PLAN
$99.0M · 1,081 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants