How big is Extera Management Inc.'s plan?

Extera Management Inc.'s plan reported $1.8M in assets and 2 participants for 2022.

Original filing (PDF)20230519150730NAL0003616387001

Extera Management Inc.

Name: Extera Management Inc. — Extera Management Inc., Form 5500 (2022)
Creator: Extera Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Extera Management Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Extera Management Inc.'s Extera Management Inc. 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Diana Brown signed Extera Management Inc.'s 2022 Form 5500 as plan administrator.

Diana Brown — 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

Extera Management Inc.'s EIN is 76-0845829.

EIN 76-0845829

Plan number 001

Plan year 2022

ACK ID 20230519150730NAL0003616387001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Extera Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

EXTERA MANAGEMENT INC

EIN

all filings

Address

222 3RD ST STE 2240 · CAMBRIDGE, MA · 021421122

Phone

(617) 256-5249

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator