How big is EXOS Technology Financial Partners' plan?

EXOS Technology Financial Partners' plan reported $2.9M in assets for 2024.

Original filing (PDF)20251015133730NAL0009864482001

EXOS Technology Financial Partners

Name: EXOS Technology Financial Partners — EXOS 401(k), Form 5500 (2024)
Creator: EXOS Technology Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EXOS 401(k) Plan

Defined-contribution retirement plan · EXOS Technology Financial Partners' EXOS 401(k) Plan reported $2.9M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Haitham KHAN signed EXOS Technology Financial Partners' 2024 Form 5500 as plan administrator.

Haitham KHAN — 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

EXOS Technology Financial Partners' EIN is 82-1043318.

EIN 82-1043318

Plan number 001

Plan year 2024

ACK ID 20251015133730NAL0009864482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EXOS Technology Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EXOS Technology Financial Partners' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXOS TECHNOLOGY FINANCIAL PARTNERS.

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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 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