Original filing (PDF)20250903220142NAL0015558737048

EXCEPTIONAL TAX SERVICES

Name: EXCEPTIONAL TAX SERVICES — EXCEPTIONAL TAX SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: EXCEPTIONAL TAX SERVICES

Form 5500-SF

FILING_RECEIVED

EXCEPTIONAL TAX SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEPTIONAL TAX SERVICES.

Plan sponsor

Name

EXCEPTIONAL TAX SERVICES

EIN

81-3838731

Address

3900 N COMMERCE DR · STE 300 #347 · ATLANTA, GA · 30344

Phone

(904) 201-8996

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-05

Filed

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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