How big is Exceptional Mortgage Services' plan?

Exceptional Mortgage Services' plan reported $823K in assets and 5 participants for 2024.

Original filing (PDF)20250604152810NAL0019482240001

Exceptional Mortgage Services

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

Form 5500-SF

FILING_RECEIVED

Exceptional Mortgage Services 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Exceptional Mortgage Services' Exceptional Mortgage Services 401(k) Profit Sharing Plan & TRU held $823K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

People on this filing

Danielle Fletcher signed Exceptional Mortgage Services' 2024 Form 5500 as plan administrator.

Danielle Fletcher — 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 Mortgage Services' EIN is 42-1608151.

EIN 42-1608151

Plan number 001

Plan year 2024

ACK ID 20250604152810NAL0019482240001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Exceptional Mortgage Services' 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 EXCEPTIONAL MORTGAGE SERVICES.

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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

Knocking points off