How big is EXO Group, LLC's plan?

EXO Group, LLC's plan reported $3.1M in assets and 119 participants for 2024.

Original filing (PDF)20250805084248NAL0002027507001

EXO Group, LLC

Name: EXO Group, LLC — EXO Group Retirement Plan, Form 5500 (2024)
Creator: EXO Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EXO Group Retirement Plan

401(k) retirement plan · EXO Group, LLC's EXO Group Retirement Plan held $3.1M in plan assets for 119 participants in 2024.

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Zachary Oliphant signed EXO Group, LLC's 2024 Form 5500 as plan administrator.

Zachary Oliphant — 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

EXO Group, LLC's EIN is 26-4680417.

EIN 26-4680417

Plan number 001

Plan year 2024

ACK ID 20250805084248NAL0002027507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EXO Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXO GROUP, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score