Back to filter
Original filing (PDF)20250821105215NAL0002039155001
EXEMPLAR GENETICS LLC
Form 5500-SF
FILING_RECEIVED
EXEMPLAR GENETICS LLC 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
30
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXEMPLAR GENETICS LLC.
Plan sponsor
Name
EXEMPLAR GENETICS LLC
EIN
26-1416501
Address
PO BOX 829 · NORTH LIBERTY, IA · 523170829
Phone
(301) 556-2945
Industry
Professional & Technical Servicessee 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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
ADELIA THERAPEUTICS INC
ADELIA THERAPEUTICS INC 401(K) PLAN
$2.8M · 36 participants
HOWGOOD, INC.
HOWGOOD 401(K) PLAN
$2.8M · 43 participants
RAA-APEX ACQUISITION, LLC DBA SYRENTIS CLINICAL RESEARCH
SYRENTIS DEFINED BENEFIT PENSION PLAN
$2.8M · 8 participants
SYSTEMS ENGINUITY INC
SYSTEMS ENGINUITY INC 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 16 participants
X-WAVE INNOVATIONS, INC
X-WAVE INNOVATIONS INC 401(K) PLAN
$2.8M · 10 participants
STC TECHNOLOGIES LLC
STC TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 3 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
