How big is EXIS, Inc.'s plan?

EXIS, Inc.'s plan reported $8.3M in assets and 8 participants for 2024.

Original filing (PDF)20250211170724NAL0010188003001

EXIS, Inc.

Name: EXIS, Inc. — EXIS, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: EXIS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EXIS, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · EXIS, Inc.'s EXIS, Inc. 401(k) Profit Sharing Plan held $8.3M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

EXIS, Inc.'s EIN is 77-0029651.

EIN 77-0029651

Plan number 001

Plan year 2024

ACK ID 20250211170724NAL0010188003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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