How big is Exchange Traded Concepts, LLC's plan?

Exchange Traded Concepts, LLC's plan reported $1.4M in assets and 23 participants for 2024.

Original filing (PDF)20250717155809NAL0000306771001

Exchange Traded Concepts, LLC

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

Form 5500-SF

FILING_RECEIVED

Exchange Traded Concepts, LLC 401(k) Plan

401(k) retirement plan · Exchange Traded Concepts, LLC's Exchange Traded Concepts, LLC 401(k) Plan held $1.4M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marcus Bowie signed Exchange Traded Concepts, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Traded Concepts, LLC's EIN is 26-3012830.

EIN 26-3012830

Plan number 001

Plan year 2024

ACK ID 20250717155809NAL0000306771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Exchange Traded Concepts, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 TRADED CONCEPTS, 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