How big is Exceedio, Inc.'s plan?

Exceedio, Inc.'s plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250616155430NAL0001781264001

Exceedio, Inc.

Name: Exceedio, Inc. — Exceedio, Inc. Retirement Trust, Form 5500 (2024)
Creator: Exceedio, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceedio, Inc. Retirement Trust

401(k) retirement plan · Exceedio, Inc.'s Exceedio, Inc. Retirement Trust held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

MAT Gafke signed Exceedio, Inc.'s 2024 Form 5500 as plan administrator.

MAT Gafke — 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

Exceedio, Inc.'s EIN is 68-0547656.

EIN 68-0547656

Plan number 001

Plan year 2024

ACK ID 20250616155430NAL0001781264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exceedio, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exceedio, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCEEDIO, INC..

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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