How big is Exgren, LLC's plan?

Exgren, LLC's plan reported $1.1M in assets and 39 participants for 2025.

Original filing (PDF)20260226075809NAL0003765313001

Exgren, LLC

Name: Exgren, LLC — Exgren 401(k), Form 5500 (2025)
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 $1.1M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James GOFF signed Exgren, LLC's 2025 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 47-1888102.

EIN 47-1888102

Plan number 001

Plan year 2025

ACK ID 20260226075809NAL0003765313001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Exgren, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 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

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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