How big is Exceed's plan?

Exceed's plan reported $1.6M in assets and 81 participants for 2025.

Original filing (PDF)20260515091554NAL0007554819001

Exceed

Name: Exceed — Exceed 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: Exceed
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceed 401(k) Profit Sharing Plan

401(k) retirement plan · Exceed's Exceed 401(k) Profit Sharing Plan held $1.6M in plan assets for 81 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Cheryl Thomas-Smith signed Exceed's 2025 Form 5500 as plan administrator.

Cheryl Thomas-Smith — 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

Exceed's EIN is 52-2154457.

EIN 52-2154457

Plan number 002

Plan year 2025

ACK ID 20260515091554NAL0007554819001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Exceed'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 EXCEED.

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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 (5th percentile).

Helping the score

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

Plan sponsor

Name

EXCEED

EIN

all filings

Address

8400 CORPORATE DRIVE, SUITE 250 · LANDOVER, MD · 207852229

Phone

(301) 731-3790

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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