How big is Exact Benefits Group LLC's plan?

Exact Benefits Group LLC's plan reported $101K in assets and 359 participants for 2024.

Original filing (PDF)20251001080212NAL0020663986001

Exact Benefits Group LLC

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

Form 5500-SF

FILING_RECEIVED

Exact Benefits Group LLC 401(k) Plan

401(k) retirement plan · Exact Benefits Group LLC's Exact Benefits Group LLC 401(k) Plan held $101K in plan assets for 359 participants in 2024.

Signals · 1

No auditor on file

Active participants

359

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Jessica Ayres signed Exact Benefits Group LLC's 2024 Form 5500 as plan administrator.

Jessica Ayres — 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 Benefits Group LLC's EIN is 87-4274694.

EIN 87-4274694

Plan number 001

Plan year 2024

ACK ID 20251001080212NAL0020663986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exact Benefits Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exact Benefits Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BENEFITS GROUP LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score