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Original filing (PDF)20251013091625NAL0000432883001
EXZAC, INC.
Form 5500
FILING_RECEIVED
EXZAC, INC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
184
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXZAC, INC..
Plan sponsor
Name
EXZAC, INC.
EIN
26-3374864
Address
3 SECOND ST. SUITE 802 · JERSEY CITY, NJ · 073023726
Phone
(201) 204-5300
Industry
All Other Professional Services· 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $12K | — |
| ARTISAN FUNDS | 30-0551775 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
Investments
24 direct securities· $14.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $2.7M | 18.3% | |
| T. Rowe Price Retirement 2040 Mutual Fund | — | — | — | $2.2M | 15.2% | |
| T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $2.1M | 14.7% | |
| T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $1.6M | 11.4% | |
| T. Rowe Price Retirement 2055 Mutual Fund | — | — | — | $1.4M | 9.6% | |
| T. Rowe Price Equity Index 500 Mutual Fund | — | — | — | $1.1M | 7.6% | |
| T. Rowe Price Growth Stock Mutual Fund | — | — | — | $964K | 6.7% | |
| T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $597K | 4.1% | |
| T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $515K | 3.6% | |
| T. Rowe Price Government Money Fund Interest-bearing Cash | — | — | — | $327K | 2.3% | |
| T. Rowe Price Mid-Cap Growth Mutual Fund | — | — | — | $292K | 2.0% | |
| Participant loans maturities -0- | — | — | — | $135K | 0.9% | |
| T. Rowe Price U.S. Bond Index Mutual Fund | — | — | — | $116K | 0.8% | |
| T. Rowe Price Equity Income Mutual Fund | — | — | — | $67K | 0.5% | |
| T. Rowe Price High Yield Mutual Fund | — | — | — | $55K | 0.4% | |
| T. Rowe Price International Equity Index Mutual Fund | — | — | — | $54K | 0.4% | |
| T.Rowe Price Small-Cap Value Mutual Fund | — | — | — | $51K | 0.4% | |
| Cohen and Steers Real Estate Mutual Fund | — | — | — | $43K | 0.3% | |
| T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $42K | 0.3% | |
| T. Rowe Price Mid-Cap Value Mutual Fund | — | — | — | $34K | 0.2% | |
| T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $24K | 0.2% | |
| T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $15K | 0.1% | |
| Artisan International Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| Pimco Total Return Fund Mutual Fund | — | — | — | $8K | <0.1% |
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