How big is Service YEAR Exchange, Inc.'s plan?

Service YEAR Exchange, Inc.'s plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250722132605NAL0002829473001

Service YEAR Exchange, Inc.

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

Form 5500-SF

FILING_RECEIVED

Service YEAR Exchange, Inc. Retirement Trust

401(k) retirement plan · Service YEAR Exchange, Inc.'s Service YEAR Exchange, Inc. Retirement Trust held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jennifer Bagaglio signed Service YEAR Exchange, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Bagaglio — 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

Service YEAR Exchange, Inc.'s EIN is 47-4970343.

EIN 47-4970343

Plan number 001

Plan year 2024

ACK ID 20250722132605NAL0002829473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Service YEAR Exchange, Inc.'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 SERVICE YEAR EXCHANGE, INC..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SERVICE YEAR EXCHANGE, INC.

EIN

all filings

Address

1400 EYE ST NW · STE 900 · WASHINGTON, DC · 20005

Phone

(202) 864-5513

Industry

Other Services (ex. Public Admin)

Plan administrator