· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EXCEPTIONAL ENTERPRISES, INC. — EXCEPTIONAL ENTERPRISES, INC. 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006091734NAL0008882114001
EXCEPTIONAL ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
EXCEPTIONAL ENTERPRISES, INC. 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
72
Accounts w/ balance
26
Plan assets (EOY)
$916K
Net assets (EOY)
$916K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXCEPTIONAL ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
EXCEPTIONAL ENTERPRISES, INC.
EIN
62-1292016
Address
23 NORTH INDUSTRIAL PARK ROAD · COALMONT, TN · 37313
Phone
(931) 692-2235
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
CALICO CENTER
403(B) THRIFT PLAN FOR EMPLOYEES OF CALICO CENTER
$916K · 10 participants
OAK-LEYDEN DEVELOPMENTAL SERVICES, INC.
OAK-LEYDEN DEVELOPMENTAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$917K · 109 participants
AGASSIZ BALDWIN COMMUNITY
AGASSIZ BALDWIN COMMUNITY 403(B) RETIREMENT PLAN
$914K · 51 participants
THE ARC OF CUMBERLAND AND PERRY COUNTIES
THE ARC OF CUMBERLAND AND PERRY COUNTIES GROUP MEDICAL PLAN
$913K · 154 participants
BRIGHTER BEGINNINGS
65
Knocking points off
Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRIGHTER BEGINNINGS 403(B) RETIREMENT PLAN
$918K · 89 participants
ALLIANCE ON AGING, INC.
ALLIANCE ON AGING 403(B) PLAN
$913K · 26 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
