How big is EX Industries' plan?

EX Industries' plan reported $812K in assets and 5 participants for 2023.

Original filing (PDF)20240610123419NAL0026605601001

EX Industries

Name: EX Industries — EX Industries 401(k) and Profit, Form 5500 (2023)
Creator: EX Industries
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EX Industries 401(k) and Profit Sharing Plan

401(k) retirement plan · EX Industries' EX Industries 401(k) and Profit Sharing Plan held $812K in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$812K

Net assets (EOY)

$812K

People on this filing

Larry Ostrosky signed EX Industries' 2023 Form 5500 as plan administrator.

Larry Ostrosky — 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

EX Industries' EIN is 20-3059300.

EIN 20-3059300

Plan number 001

Plan year 2023

ACK ID 20240610123419NAL0026605601001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EX Industries from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EX Industries' 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 EX INDUSTRIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

EX INDUSTRIES

EIN

all filings

Address

22755 SAVI RANCH PKWY · SUITE F · YORBA LINDA, CA · 92887

Phone

(714) 453-2401

Industry

Manufacturing

Plan administrator