What public Form 5500 filings show about the Excel Document Management, Inc. 401(k) plan — and how to find and check your own account.
Excel Document Management, Inc. (EIN 41-1872810) reports EXCEL DOCUMENT MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $756K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Excel Document Management, Inc. filing — schedules, fees, and providers.
Excel Document Management, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Excel Document Management, Inc.HR for the recordkeeper’s name and login.
