How big is Exceptional Opportunities, Inc.'s plan?

Exceptional Opportunities, Inc.'s plan reported $2.5M in assets and 98 participants for 2024.

Original filing (PDF)20250709080822NAL0007822960001

Exceptional Opportunities, Inc.

Name: Exceptional Opportunities, Inc. — Exceptional, Form 5500 (2024)
Creator: Exceptional Opportunities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceptional Opportunities Retirement Plan

403(b) retirement plan · Exceptional Opportunities, Inc.'s Exceptional Opportunities Retirement Plan held $2.5M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

ERIN Schmidt signed Exceptional Opportunities, Inc.'s 2024 Form 5500 as plan administrator.

ERIN Schmidt — 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

Exceptional Opportunities, Inc.'s EIN is 42-0953931.

EIN 42-0953931

Plan number 001

Plan year 2024

ACK ID 20250709080822NAL0007822960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exceptional Opportunities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exceptional Opportunities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off