Original filing (PDF)20250520121525NAL0004879778001

DONNA M. MASSEY T/A EXQUISITE DESIGN, LLC

Name: DONNA M. MASSEY T/A EXQUISITE DESIGN, LLC — DONNA M. MASSEY T/A EXQUISITE DESIGN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DONNA M. MASSEY T/A EXQUISITE DESIGN, LLC

Form 5500-SF

FILING_RECEIVED

DONNA M. MASSEY T/A EXQUISITE DESIGN PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

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).

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.

Plan sponsor

Name

DONNA M. MASSEY T/A EXQUISITE DESIGN, LLC

EIN

56-2297068

Address

51 BERKSHIRE DRIVE · SEWELL, NJ · 08080

Phone

(856) 227-7339

Industry

Professional & Technical Servicessee all

Plan administrator