What public Form 5500 filings show about the Exceptional Persons, Inc. 401(k) plan — and how to find and check your own account.
Exceptional Persons, Inc. (EIN 42-0794846) reports RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. on its most recent Form 5500, with $17.1M in plan assets across 232 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Exceptional Persons, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Exceptional Persons, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL.
