How big is Exceed, LLC's plan?

Exceed, LLC's plan reported $4K in assets and 14 participants for 2025.

Original filing (PDF)20260515091951NAL0018253906001

Exceed, LLC

Name: Exceed, LLC — Exceed NON-SCA Safe Harbor 401(k) Plan, Form 5500 (2025)
Creator: Exceed, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceed NON-SCA Safe Harbor 401(k) Plan

401(k) retirement plan · Exceed, LLC's Exceed NON-SCA Safe Harbor 401(k) Plan held $4K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Cheryl Thomas-Smith signed Exceed, LLC'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, LLC's EIN is 52-2154457.

EIN 52-2154457

Plan number 004

Plan year 2025

ACK ID 20260515091951NAL0018253906001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Exceed, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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, 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

Helping the score