How big is Exude Benefits Group's plan?

Exude Benefits Group's plan reported $4.7M in assets and 47 participants for 2023.

Original filing (PDF)20240321161013NAL0004491969001

Exude Benefits Group

Name: Exude Benefits Group — Exude Benefits Group 401(k), Form 5500 (2023)
Creator: Exude Benefits Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exude Benefits Group 401(k) Plan

401(k) retirement plan · Exude Benefits Group's Exude Benefits Group 401(k) Plan held $4.7M in plan assets for 47 participants in 2023.

Signals · 1

Late filing · 52.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Exude Benefits Group's EIN is 87-4755303.

EIN 87-4755303

Plan number 001

Plan year 2023

ACK ID 20240321161013NAL0004491969001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Exude Benefits Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Exude Benefits Group'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 EXUDE BENEFITS GROUP.

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 52.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

EXUDE BENEFITS GROUP

EIN

all filings

Address

325 CHESTNUT STREET, SUITE 1000 · PHILADELPHIA, PA · 19106

Phone

(215) 875-8730

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator