How big is Exchange Investment Corporation's plan?

Exchange Investment Corporation's plan reported $5.6M in assets and 3 participants for 2025.

Original filing (PDF)20260506100659NAL0001966945001

Exchange Investment Corporation

Name: Exchange Investment Corporation — Exchange 401(k), Form 5500 (2025)
Creator: Exchange Investment Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exchange 401(k) Plan

401(k) retirement plan · Exchange Investment Corporation's Exchange 401(k) Plan held $5.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

ANDY Steele signed Exchange Investment Corporation's 2025 Form 5500 as plan administrator.

ANDY Steele — 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

Exchange Investment Corporation's EIN is 20-3742330.

EIN 20-3742330

Plan number 001

Plan year 2025

ACK ID 20260506100659NAL0001966945001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Exchange Investment Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Exchange Investment Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCHANGE INVESTMENT CORPORATION.

Finding similar companies…

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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

EXCHANGE INVESTMENT CORPORATION

EIN

all filings

Address

854 LOWCOUNTRY BOULEVARD · SUITE 102 · MT. PLEASANT, SC · 29464

Phone

(843) 972-2190

Industry

Management of Companies / Holdings

Plan administrator