How big is Excomp Asset Management, Ltd.'s plan?

Excomp Asset Management, Ltd.'s plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250606122818NAL0021238272001

Excomp Asset Management, Ltd.

Name: Excomp Asset Management, Ltd. — Excomp Asset, Form 5500 (2024)
Creator: Excomp Asset Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excomp Asset Management, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Excomp Asset Management, Ltd.'s Excomp Asset Management, Ltd. 401(k) Profit Sharing Plan held $2.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Timothy Atkinson signed Excomp Asset Management, Ltd.'s 2024 Form 5500 as plan administrator.

Timothy Atkinson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Excomp Asset Management, Ltd.'s EIN is 13-3692785.

EIN 13-3692785

Plan number 004

Plan year 2024

ACK ID 20250606122818NAL0021238272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excomp Asset Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excomp Asset Management, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCOMP ASSET MANAGEMENT, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score