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Sponsor portfolio

EXP GROUP LLC

EIN 20-3511628-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
327
2500 83RD STREET, UNIT 2-W - NORTH BERGEN, NJ 07047201-662-2001
Plans on this EIN
2 filings
#001ProfitSharing-$4.4M - 162 part#002CashBalance-$1.7M - 165 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 327 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)165
  • PROFIT SHARING PLAN (#001)162
Total 327Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EXP GROUP LLC PROFIT SHARING PLAN

ProfitSharing

Assets$4.4M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EXP GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EXP GROUP LLC PROFIT SHARING PLANProfitSharing$4.4M1622024
002EXP GROUP LLC CASH BALANCE PLANCashBalance$1.7M1652024
Retirement plans
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