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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

EXCEL MANAGEMENT SYSTEMS, INC. 401(k) Plan

What public Form 5500 filings show about the EXCEL MANAGEMENT SYSTEMS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$561K
Participants
14
Plans on file
1

The EXCEL MANAGEMENT SYSTEMS, INC. 401(k) on its latest Form 5500

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.

Who runs the EXCEL MANAGEMENT SYSTEMS, INC. 401(k)?

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.

How to check your EXCEL MANAGEMENT SYSTEMS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask EXCEL MANAGEMENT SYSTEMS, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: EXCEL MANAGEMENT SYSTEMS, INC. — all Form 5500 filings (EIN 31-1270344) · Ohio employer EIN lookup · Form 5500 search
EXCEL MANAGEMENT SYSTEMS, INC. 401(k) Plan — Form 5500