What public Form 5500 filings show about the Excel Management Systems, Inc. 401(k) plan — and how to find and check your own account.
Excel Management Systems, Inc. (EIN 31-1270344) reports EXCEL RETIREMENT SAVINGS/ PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $561K in plan assets across 14 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 Management Systems, Inc. filing — schedules, fees, and providers.
Excel Management Systems, 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 Management Systems, Inc.HR for the recordkeeper’s name and login.
