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Sponsor portfolio

EXYION

EIN 47-5286464-management consulting-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
18
19900 MACARTHUR BLVD., SUITE 950 - IRVINE, CA 92612949-945-2155exyion.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$2.2M - 18 part#002CashBalance-$1K - 0 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
Total 18Click 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

EXYION 401(K) PROFIT SHARING PLAN

401k

Assets$2.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EXYION CASH BALANCE PLAN

CashBalance

Assets$1K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EXYION 401(K) PROFIT SHARING PLAN401k$2.2M182025
002EXYION CASH BALANCE PLANCashBalance$1K02025
Retirement plans
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