How big is Exchange Design Inc.'s plan?

Exchange Design Inc.'s plan reported $198K in assets and 3 participants for 2024.

Original filing (PDF)20250717155808NAL0000306755001

Exchange Design Inc.

Name: Exchange Design Inc. — Exchange Design 401(k) Plan, Form 5500 (2024)
Creator: Exchange Design Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exchange Design 401(k) Plan

401(k) retirement plan · Exchange Design Inc.'s Exchange Design 401(k) Plan held $198K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Marcus Bowie signed Exchange Design Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Exchange Design Inc.'s EIN is 87-4178445.

EIN 87-4178445

Plan number 001

Plan year 2024

ACK ID 20250717155808NAL0000306755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exchange Design Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exchange Design Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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