How big is An Exceptional Life Financial, LLC's plan?

An Exceptional Life Financial, LLC's plan reported $111K in assets and 5 participants for 2024.

Original filing (PDF)20250623145142NAL0006053809001

An Exceptional Life Financial, LLC

Name: An Exceptional Life Financial, LLC — AELF 401(k), Form 5500 (2024)
Creator: An Exceptional Life Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AELF 401(k) Plan

401(k) retirement plan · An Exceptional Life Financial, LLC's AELF 401(k) Plan held $111K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

Plan identifiers

An Exceptional Life Financial, LLC's EIN is 82-1231045.

EIN 82-1231045

Plan number 001

Plan year 2024

ACK ID 20250623145142NAL0006053809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for An Exceptional Life Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

An Exceptional Life Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AN EXCEPTIONAL LIFE FINANCIAL, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score