Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $11.3M assets / 15 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
Profit-sharing
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EXIT STRATEGIES, LLC DEFINED BENEFIT PLAN | Traditional DB | $9.9M | 12 | 2025 |
| #002 | EXIT STRATEGIES, LLC PROFIT SHARING PLAN | Profit-sharing | $1.5M | 3 | 2025 |