What public Form 5500 filings show about the Excel Heating Services Corp. 401(k) plan — and how to find and check your own account.
Excel Heating Services Corp. (EIN 13-3791049) reports EXCEL HEATING SERVICES CORP. 401(K) PLAN on its most recent Form 5500, with $4.3M in plan assets across 3 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 Heating Services Corp. filing — schedules, fees, and providers.
Excel Heating Services Corp.’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 Heating Services Corp.HR for the recordkeeper’s name and login.