Original filing (PDF)20250719182235NAL0003174913001

EXOME ASSET MANAGEMENT

Name: EXOME ASSET MANAGEMENT — EXOME ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: EXOME ASSET MANAGEMENT

Form 5500-SF

FILING_RECEIVED

EXOME ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 EXOME ASSET MANAGEMENT.

Plan sponsor

Name

EXOME ASSET MANAGEMENT

EIN

82-5491108

Address

444 MADISON AVENUE · SUITE 3901 · NEW YORK, NY · 10022

Phone

(212) 403-3901

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

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Finance & Insurance plans

NEWPORT PARTNERS, LLC

NEWPORT PARTNERS 401(K) PLAN

$1.5M · 193 participants

HOLMES AND ASSOCIATES FINANCIAL SERVICES, LLC

HOLMES FINANCIAL 401(K) PLAN

$1.5M · 3 participants

PURTILL FINANCIAL LLC

PURTILL FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 5 participants

WATCH HILL FINANCIAL, INC.

WATCH HILL FINANCIAL INC. 401(K) PLAN

$1.5M · 3 participants

JPT LIFEWAY PARTNERS, INC.

JPT LIFEWAY PARTNERS RETIREMENT SAVINGS PLAN