Plan Ledger DOL Form 5500 · updated monthly

Exceed401(k)

EXCEED 401(K) PROFIT SHARING PLAN · LANHAM, MD · plan year 2022

Reported admin expense ratio · 2022
0.61%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Exceed reported $10,769 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $30 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Maryland (1,561st of 1,671), and 11,063rd of 11,654 in professional & technical services. In 2022, employees put in $20.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,479,945
Participants with balances89
Active participants94
Employer contributions$2,798
Employee contributions$58,074
Employer contribution per active participant$30
Average account balance$16,629
Benefits paid to participants$280,649
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN
Administrative expenses, itemized · 2022
Professional / advisory$5,700
Total administrative$10,769
The Exceed 401(k) match · 2022
Employer contribution per active participant$30
Median for plans this size$1,114

Exceed's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,769 · 0.61%
Similar plansProfessional & Technical Services · Maryland
Abss Solutions Inc MD$2.3M · 0.02%
Ecology Services, Inc. MD$2.2M · 1.65%
ATP2, LLC MD$2.0M · 1.24%
Vision Technologies LLC. MD$2.0M · 0.38%
Greek Yearbook LLC MD$1.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522154457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.