How big is Exceeding Excellence, LLC's plan?

Exceeding Excellence, LLC's plan reported $47K in assets and 75 participants for 2024.

Original filing (PDF)20250916074917NAL0001769361001

Exceeding Excellence, LLC

Name: Exceeding Excellence, LLC — Exceeding Excellence, Form 5500 (2024)
Creator: Exceeding Excellence, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exceeding Excellence 401(k) Plan

401(k) retirement plan · Exceeding Excellence, LLC's Exceeding Excellence 401(k) Plan held $47K in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Anthony Ward AS Attorney signed Exceeding Excellence, LLC's 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — 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

Exceeding Excellence, LLC's EIN is 84-1913553.

EIN 84-1913553

Plan number 001

Plan year 2024

ACK ID 20250916074917NAL0001769361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exceeding Excellence, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exceeding Excellence, 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 EXCEEDING EXCELLENCE, LLC.

Finding similar companies…

Plan health score

Above-average plan

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