How big is Xception Advisory Group's plan?

Xception Advisory Group's plan reported $754K in assets and 4 participants for 2024.

Original filing (PDF)20250407092652NAL0016135105001

Xception Advisory Group

Name: Xception Advisory Group — Xception Advisory Group, Form 5500 (2024)
Creator: Xception Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Xception Advisory Group 401(k) Plan

401(k) retirement plan · Xception Advisory Group's Xception Advisory Group 401(k) Plan held $754K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$754K

Net assets (EOY)

$754K

People on this filing

M. Patrick Callahan signed Xception Advisory Group's 2024 Form 5500 as plan administrator.

M. Patrick Callahan — Plan Administrator — Form 5500 signer
Elisabeth Callahan — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Xception Advisory Group's EIN is 47-1287637.

EIN 47-1287637

Plan number 001

Plan year 2024

ACK ID 20250407092652NAL0016135105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Xception Advisory Group'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 XCEPTION ADVISORY GROUP.

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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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

XCEPTION ADVISORY GROUP

EIN

all filings

Address

5460 AMBERFIELD DR. · NORCOSS, GA · 30092

Phone

(404) 547-0223

Industry

Finance & Insurance

Plan administrator