Retirement plan

PEXIP, INC. 401(K) PLAN

Name: PEXIP, INC. - PEXIP, INC. 401(K) PLAN (2025) Form 5500
Creator: PEXIP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEXIP, INC. 401(K) PLAN, PEXIP, INC.

PEXIP, INC.EIN 46-1260436Plan #001PY 2025

13461 SUNRISE VALLEY DRIVE STE 160 - HERNDON, VA 20171703-505-3439

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.5M

+24.2% from 2024

Total participants

-3.7% from 2024

Average account balance

$149,632

+31.3% from 2024

Annual return

16.36%

-0.50 pp from 2024

Benchmarks

See 2,365 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,365 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$10.47M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$150K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$8858

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$620K

$10164 / participant

Other / not subdivided$620K100.0%

% of EOY assets

5.920%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$149,632

$78,520+90.6%

$96,576+54.9%

$82,448+81.5%

Participation rate

86.9%

77.7%+9.2pp

81.4%+5.4pp

68.1%+18.8pp

Annual return

16.36%

41.30%-24.9pp

38.47%-22.1pp

41.64%-25.3pp

Employer contribution / active EE

$5,951

$2,630+126.3%

$3,553+67.5%

$2,551+133.3%

Participant deferral / active EE

$13,525

$6,754+100.2%

$7,956+70.0%

$4,139+226.7%

Admin fee / account holder

$8,858

$13,455-34.2%

$11,381-22.2%

$7,234+22.4%

PEXIP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEXIP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion