Back to filter
Original filing (PDF)20251015133730NAL0009864482001
EXOS TECHNOLOGY FINANCIAL PARTNERS
Form 5500-SF
FILING_RECEIVED
EXOS 401(K) PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXOS TECHNOLOGY FINANCIAL PARTNERS.
Plan sponsor
Name
EXOS TECHNOLOGY FINANCIAL PARTNERS
EIN
82-1043318
Address
31 EAST 32ND STREET · NEW YORK, NY · 10016
Phone
(347) 804-7451
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
FRANCIS FINANCIAL, INC.
FRANCIS FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 15 participants
SUMMER STREET CAPITAL PARTNERS, LLC
SUMMER STREET CAPITAL PARTNERS 401(K) PLAN
$2.9M · 7 participants
HILL INVESTMENT GROUP PARTNERS, LLC
HILL INVESTMENT GROUP PARTNERS 401(K) RETIREMENT PLAN
$2.9M · 10 participants
NORTHBOUND SOLUTIONS, LLC
NORTHBOUND SOLUTIONS, LLC 401(K) PLAN
$2.9M · 13 participants
EAGLE CAPITAL MANAGEMENT, LLC
EAGLE CAPITAL MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN
$2.9M · 2 participants
OANDA CORPORATION
OANDA CORPORATION 401(K) PROFIT SHARING PLAN
$2.9M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B