Original filing (PDF)20241111095632NAL0022511104001

EXERP AMERICA, INC

Name: EXERP AMERICA, INC — EXERP AMERICAN, INC. 401(K) PLAN, Form 5500 (2023)
Creator: EXERP AMERICA, INC

Form 5500-SF

FILING_RECEIVED

EXERP AMERICAN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

EXERP AMERICA, INC

EIN

81-3093507

Address

250 SOUTH AUSTRALIAN AVE · SUITE 1600 · WEST PALM BEACH, FL · 33401

Phone

(561) 283-8434

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-18

Filed

2024-11-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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