Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Athletes' Performance
Athletes' Performance 401(k)
- Professional, scientific, and technical services
- Phoenix, AZ
- EIN 56-2590587
- 1 plan with Schedule H financials
- Plan year 2024
- Athletes' Performance, Inc.
- filed as Exos
Administrative expenses excluding investment management, per participant · Exos Retirement Plan · plan year 2024
$172.24
Higher than 67% of the 24,371 plans $10 to 50M that report it.
Source
= $216,849 / 1,259
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828171241NAL0010501201001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171241NAL0010501201001, received 2025-08-28
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-28.
Cost and contributions
Administrative expenses per participant
$172.24
Higher than 44% of the 25,098 plans $10 to 50M that report it.
Source
= $216,849 / 1,259
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171241NAL0010501201001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171241NAL0010501201001, received 2025-08-28
Administrative expenses as a share of assets
0.438%
Higher than 75% of the 25,132 plans $10 to 50M that report it.
Source
= $216,849 / $49,505,391
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171241NAL0010501201001, received 2025-08-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828171241NAL0010501201001, received 2025-08-28
Employer contributions per participant
$400
Higher than 5% of the 24,050 plans $10 to 50M that report it.
Source
= $503,674 / 1,259
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171241NAL0010501201001, received 2025-08-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171241NAL0010501201001, received 2025-08-28
Employer share of total contributions
9.5%
Higher than 5% of the 24,084 plans $10 to 50M that report it.
Source
= $503,674 / $5,310,275
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171241NAL0010501201001, received 2025-08-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828171241NAL0010501201001, received 2025-08-28
Plan terms, as stated in Athletes' Performance, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250828171241NAL0010501201001, received 2025-08-28
Full record, Exos Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EXOS | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Plan name | EXOS RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Sponsor EIN / plan number | 56-2590587 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Sponsor location | PHOENIX, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Filing received | 2025-08-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Participants, beginning of year | 2,889 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Active participants | 2,351 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Participants, end of year | 2,851 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Participants with an account balance | 1,259 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Total assets, beginning of year | $42,810,855 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Total assets, end of year | $49,505,391 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Net assets, end of year | $49,505,391 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Total income | $11,360,265 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Net income | $6,694,536 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Employer contributions | $503,674 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Participant contributions | $4,676,481 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Other contributions (incl. rollovers) | $130,120 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Total contributions | $5,310,275 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Benefit payments | $4,299,070 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Total expenses (incl. benefit payments) | $4,665,729 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Total administrative expenses | $216,849 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Contract administrator fees | $216,849 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Administrative expenses excluding investment management | $216,849 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Held in mutual funds | $48,508,370 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250828171241NAL0010501201001, received 2025-08-28 |
| Independent auditor | METZ & ASSOCIATES PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250828171241NAL0010501201001, received 2025-08-28 |
Position = column in the DOL layout for form year 2024. Filing 20250828171241NAL0010501201001, received 2025-08-28.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 50 Direct payment from the plan | $150,913 | no |
| GLOBAL RETIREMENT PARTNERS, LLC | NONE | 27 Investment advisory (plan); 70 Consulting fees | $65,849 | no |
| CHARLES SCHWAB BANK | NONE | 19 Custodial (securities); 59 Shareholder servicing fees | $17,444 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250828171241NAL0010501201001, received 2025-08-28.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $42,810,855 | $49,505,391 | 15.6% |
| Participants with a balance | 1,267 | 1,259 | -0.6% |
| Administrative expenses | $212,679 | $216,849 | 2.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $562,457 | $503,674 | -10.5% |
Prior filing 20241008164308NAL0008589379001, received 2024-10-08; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: EXOS; SEC registrant: Athletes' Performance, Inc. (CIK 1470519, matched by EIN).