Original filing (PDF)20250916074917NAL0001769361001

EXCEEDING EXCELLENCE, LLC

Name: EXCEEDING EXCELLENCE, LLC — EXCEEDING EXCELLENCE 401(K) PLAN, Form 5500 (2024)
Creator: EXCEEDING EXCELLENCE, LLC

Form 5500-SF

FILING_RECEIVED

EXCEEDING EXCELLENCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

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 EXCEEDING EXCELLENCE, LLC.

Plan sponsor

Name

EXCEEDING EXCELLENCE, LLC

EIN

84-1913553

Address

3339 BENCHWOOD RD · DAYTON, OH · 45414

Phone

(937) 751-6585

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES INC

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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