How big is Exact Finance, LLC's plan?

Exact Finance, LLC's plan reported $1.6M in assets and 11 participants for 2025.

Original filing (PDF)20260518220035NAL0000483809016

Exact Finance, LLC

Name: Exact Finance, LLC — Exact Finance, LLC 401(k) Plan, Form 5500 (2025)
Creator: Exact Finance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exact Finance, LLC 401(k) Plan

401(k) retirement plan · Exact Finance, LLC's Exact Finance, LLC 401(k) Plan held $1.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Elantha Barry signed Exact Finance, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Exact Finance, LLC's EIN is 83-1886987.

EIN 83-1886987

Plan number 001

Plan year 2025

ACK ID 20260518220035NAL0000483809016

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Exact Finance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Exact Finance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 EXACT FINANCE, LLC.

Finding similar companies…

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