Geraldine Thompson signed Exceeding Expectations, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exceeding Expectations, Inc.'s EIN is 14-1789602.
Download the official 2022 Form 5500 (PDF) for Exceeding Expectations, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Exceeding Expectations, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $819 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKS ADVISORY SERVICES LLC | 14-1836183 | — | ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.1M | 98.8% | |
| [Assets held in participant loans] | Other | — | — | $47K | 1.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | <0.1% |
