Filings through .
Plexus Financial Services, LLC
Matched across 9 name variants in the filings
Plexus Financial Services, LLC summary
Plexus Financial Services, LLC appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.5B in assets for 19,464 participants. The median client plan holds $29.5M. Most client plans are sponsored in IL, TX and OK. The largest clients by plan assets are Freeman Decorating Co., Teach for America, Inc. and Ascent Resources Management Services, LLC. Plans reported $338K in direct and indirect compensation paid to Plexus Financial Services, LLC. The median is $15K per plan.
- Participants
- 19,464
- Median plan assets
- $29.5M
- Median plan participants
- 453
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Freeman Decorating Co. | TX | $856M | 7,438 |
| Teach for America, Inc. | NY | $224M | 2,332 |
| Ascent Resources Management Services, LLC | OK | $141M | 500 |
| Variety Care, Inc. | OK | $39.1M | 1,179 |
| Indeck Energy Services, Inc. | IL | $37.3M | 204 |
| Marshall Associates, Inc. | IL | $33.4M | 143 |
| Kyocera Senco Industrial Tools, Inc. | OH | $32.9M | 447 |
| Ars Advertising, LLC | IL | $29.5M | 381 |
| New England Authentic Eats LLC | MA | $27.0M | 1,215 |
| Jack's Family Restaurants LP | AL | $18.5M | 3,812 |
| International Autos, Inc. | WI | $16.4M | 1,017 |
| Vibes Media, LLC | IL | $15.9M | 180 |
| Wacker Services Corp. | IL | $13.5M | 163 |
| Solo Brands, LLC | TX | $13.4M | 453 |
| Signify Health, LLC | TX | $0 | 0 |
- TXParticipants 7,438
- NYParticipants 2,332
- OKParticipants 500
- Variety Care, Inc.$39.1MOKParticipants 1,179
- ILParticipants 204
- ILParticipants 143
- OHParticipants 447
- Ars Advertising, LLC$29.5MILParticipants 381
- MAParticipants 1,215
- ALParticipants 3,812
- WIParticipants 1,017
- Vibes Media, LLC$15.9MILParticipants 180
- Wacker Services Corp.$13.5MILParticipants 163
- Solo Brands, LLC$13.4MTXParticipants 453
- TXParticipants 0
Top client states
- IL5 plans
- TX3 plans
- OK2 plans
- AL1 plan
- MA1 plan
Frequently asked questions
- Who uses Plexus Financial Services, LLC?
- 15 retirement plans list Plexus Financial Services, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Freeman Decorating Co., Teach for America, Inc., Ascent Resources Management Services, LLC, Variety Care, Inc. and Indeck Energy Services, Inc.. Most client plans are sponsored in IL, TX and OK.
- How many plans does Plexus Financial Services, LLC serve?
- Plexus Financial Services, LLC serves 15 retirement plans with $1.5B in plan assets and 19,464 participants, based on the latest Form 5500 filings through 2024.
- What does Plexus Financial Services, LLC charge?
- Plans reported $338K in total Schedule C compensation paid to Plexus Financial Services, LLC. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served15-4 YoYRank #906 of mapped providers
Assets under administration$1.5B0.0%Rank #4201 by share of filed assets
Fees received$337,645Median $15,000/planSum across Schedule C direct + indirect
Net wins YoY-23 won - 5 lostPlan-level switch detection
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- 5-year plans-served trajectory
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