How big is Donna M. Massey T/a Exquisite Design, LLC's plan?

Donna M. Massey T/a Exquisite Design, LLC's plan reported $638K in assets and 2 participants for 2024.

Original filing (PDF)20250520121525NAL0004879778001

Donna M. Massey T/a Exquisite Design, LLC

Name: Donna M. Massey T/a Exquisite Design, LLC — Form 5500 Plan 001 (2024)
Creator: Donna M. Massey T/a Exquisite Design, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donna M. Massey T/a Exquisite Design Profit Sharing Plan

Defined-contribution retirement plan · Donna M. Massey T/a Exquisite Design, LLC's Donna M. Massey T/a Exquisite Design Profit Sharing Plan held $638K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

People on this filing

Donna Massey signed Donna M. Massey T/a Exquisite Design, LLC's 2024 Form 5500 as plan administrator.

Donna Massey — 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

Donna M. Massey T/a Exquisite Design, LLC's EIN is 56-2297068.

EIN 56-2297068

Plan number 001

Plan year 2024

ACK ID 20250520121525NAL0004879778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donna M. Massey T/a Exquisite Design, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donna M. Massey T/a Exquisite Design, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA M. MASSEY T/A EXQUISITE DESIGN, LLC.

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DONNA M. MASSEY T/A EXQUISITE DESIGN, LLC

EIN

all filings

Address

51 BERKSHIRE DRIVE · SEWELL, NJ · 08080

Phone

(856) 227-7339

Industry

Professional & Technical Services

Plan administrator