How big is Family Office Exchange, LLC's plan?

Family Office Exchange, LLC's plan reported $2.7M in assets and 38 participants for 2024.

Original filing (PDF)20250513110148NAL0018016449001

Family Office Exchange, LLC

Name: Family Office Exchange, LLC — Family Office, Form 5500 (2024)
Creator: Family Office Exchange, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Family Office Exchange, LLC 401(k) Plan

401(k) retirement plan · Family Office Exchange, LLC's Family Office Exchange, LLC 401(k) Plan held $2.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Family Office Exchange, LLC's EIN is 80-0006618.

EIN 80-0006618

Plan number 001

Plan year 2024

ACK ID 20250513110148NAL0018016449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Family Office Exchange, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Family Office Exchange, LLC'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 FAMILY OFFICE EXCHANGE, LLC.

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Plan health score

Above-average plan

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

Knocking points off