How big is The Exeter Group, LLC's plan?

The Exeter Group, LLC's plan reported $1.6M in assets and 18 participants for 2024.

Original filing (PDF)20250603104643NAL0007175763001

The Exeter Group, LLC

Name: The Exeter Group, LLC — The Exeter Group, LLC 401(k), Form 5500 (2024)
Creator: The Exeter Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Exeter Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Exeter Group, LLC's The Exeter Group, LLC 401(k) Profit Sharing Plan & Trust held $1.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Amanda Brynoff signed The Exeter Group, LLC's 2024 Form 5500 as plan administrator.

Amanda Brynoff — 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

The Exeter Group, LLC's EIN is 68-0588723.

EIN 68-0588723

Plan number 001

Plan year 2024

ACK ID 20250603104643NAL0007175763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Exeter Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Exeter Group, LLC's plan includes profit-sharing, 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 THE EXETER GROUP, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

THE EXETER GROUP, LLC

EIN

all filings

Address

404 CAMINO DEL RIO SOUTH · SUITE 600 · SAN DIEGO, CA · 92108

Phone

(307) 222-8750

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator