How big is Exceed Consulting, LLC's plan?

Exceed Consulting, LLC's plan reported $283K in assets and 5 participants for 2024.

Original filing (PDF)20250618094335NAL0001211939001

Exceed Consulting, LLC

Name: Exceed Consulting, LLC — Exceed Consulting. LLC, Form 5500 (2024)
Creator: Exceed Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceed Consulting. LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Exceed Consulting, LLC's Exceed Consulting. LLC 401(k) Profit Sharing Plan & Trust held $283K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

People on this filing

Todd Locatis signed Exceed Consulting, LLC's 2024 Form 5500 as plan administrator.

Todd Locatis — 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

Exceed Consulting, LLC's EIN is 20-0758920.

EIN 20-0758920

Plan number 001

Plan year 2024

ACK ID 20250618094335NAL0001211939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exceed Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exceed Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCEED CONSULTING, LLC.

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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