How big is Exgren, LLC's plan?

Exgren, LLC's plan reported $627K in assets and 10 participants for 2023.

Original filing (PDF)20240708100405NAL0019656400001

Exgren, LLC

Name: Exgren, LLC — Exgren 401(k), Form 5500 (2023)
Creator: Exgren, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exgren 401(k)

401(k) retirement plan · Exgren, LLC's Exgren 401(k) held $627K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

People on this filing

James GOFF signed Exgren, LLC's 2023 Form 5500 as plan administrator.

James GOFF — 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

Exgren, LLC's EIN is 41-1888102.

EIN 41-1888102

Plan number 001

Plan year 2023

ACK ID 20240708100405NAL0019656400001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Exgren, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Exgren, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

EXGREN, LLC

EIN

all filings

Address

1790 ASHEVILLE HWY · SPARTANBURG, SC · 293032008

Phone

(864) 582-0093

Industry

Accommodation & Food Services

Plan administrator