How big is Exceed Energy Management LLC's plan?

Exceed Energy Management LLC's plan reported $13K in assets for 2024.

Original filing (PDF)20251009155522NAL0016549522001

Exceed Energy Management LLC

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

Form 5500-SF

FILING_RECEIVED

Exceed Energy Management LLC 401(k) Plan

401(k) retirement plan · Exceed Energy Management LLC's Exceed Energy Management LLC 401(k) Plan reported $13K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Richard Tatum signed Exceed Energy Management LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Exceed Energy Management LLC's EIN is 99-2841730.

EIN 99-2841730

Plan number 001

Plan year 2024

ACK ID 20251009155522NAL0016549522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exceed Energy Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exceed Energy Management 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 EXCEED ENERGY MANAGEMENT LLC.

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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