Original filing (PDF)20250911171701NAL0001767810001

EXCEPTIONAL PERSONS, INC.

Name: EXCEPTIONAL PERSONS, INC. — RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC., Form 5500 (2024)
Creator: EXCEPTIONAL PERSONS, INC.

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

232

Accounts w/ balance

347

Plan assets (EOY)

$17.1M

Net assets (EOY)

$17.1M

How this plan invests

This plan

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEPTIONAL PERSONS, INC..

Plan sponsor

Name

EXCEPTIONAL PERSONS, INC.

EIN

42-0794846

Address

760 ANSBOROUGH AVE · WATERLOO, IA · 50701

Phone

(319) 232-6671

Industry

Health Care & Social Assistancesee 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

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION	04-3046611	—	NONE	$41K	—
STANCORP FINANCIAL	93-1253576	—	NONE	$24K	—

Investments

14 direct securities· $17.1M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Voya Intermediate Bond I	—	—	—	$4.0M	23.4%
Fidelity Funds 500 Index Admiral	—	—	—	$2.7M	15.5%
Voya Small Cap Growth I * 44 Deposit Administration Contract ** Standard Insurance Company Stable Asset C	—	—	—	$2.2M	12.9%
MFS International Growth R6	—	—	—	$2.1M

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