Original filing (PDF)20250805084248NAL0002027507001

EXO GROUP, LLC

Name: EXO GROUP, LLC — EXO GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: EXO GROUP, LLC

Form 5500-SF

FILING_RECEIVED

EXO GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

EXO GROUP, LLC

EIN

26-4680417

Address

1735 HUGHES LANDING BLVD · FLOOR 3 · THE WOODLANDS, TX · 77380

Phone

(281) 467-3111

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

2025-08-05

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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