Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXCEED, LLC
EIN 52-2154457information servicesLatest filing 2025
Plans
3
Retirement
3
$1.7M assets
Welfare
0
Participants
164
8400 CORPORATE DRIVE, SUITE 250 - LANDOVER, MD 207852229301-731-3790exceedcorporation.comLinkedIn51-200 employeesinformation services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.7M assets / 164 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EXCEED 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EXCEED SCA 401(K) PLAN
401k
Assets$95K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
EXCEED NON-SCA SAFE HARBOR 401(K) PLAN
401k
Assets$4K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXCEED 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 100 | 2025 | |
| 003 | EXCEED SCA 401(K) PLAN | 401k | $95K | 50 | 2025 | |
| 004 | EXCEED NON-SCA SAFE HARBOR 401(K) PLAN | 401k | $4K | 14 | 2025 |
Retirement plans
Welfare plans