Original filing (PDF)20250706104723NAL0006961474001

EXL, LLC

Name: EXL, LLC — EXL, LLC 401(K) PROFIT SHARING & SAVINGS PLAN, Form 5500 (2024)
Creator: EXL, LLC

Form 5500-SF

FILING_RECEIVED

EXL, LLC 401(K) PROFIT SHARING & SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXL, LLC.

Plan sponsor

Name

EXL, LLC

EIN

22-3340522

Address

509 S. LENOLA ROAD · BUILDING #2 · MOORESTOWN, NJ · 08057

Phone

(856) 234-5050

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

CARDHOLDER BROKERAGE SERVICES, INC.

CARDHOLDER BROKERAGE SERVICES, INC. EMPLOYEE PROFIT SHARING PLAN

$13.1M · 35 participants

FIRST WEST, INC.

FIRST WEST, INC. PROFIT SHARING AND SALARY REDUCTION PLAN AND TRUST

$13.2M · 39 participants

UIG, INC.

UNITED INSURANCE 401(K) RETIREMENT SAVINGS PLAN

$13.1M · 176 participants

OPENLY LLC

OPENLY LLC 401(K) PLAN

$13.2M · 357 participants

BLACK, GOULD & ASSOCIATES, INC.

BLACK GOULD & ASSOCIATES, INC. 401(K) PLAN