EXCELL MARKETING, L.C. 401(k) Plan
What public Form 5500 filings show about the EXCELL MARKETING, L.C. 401(k) plan — and how to find and check your own account.
The EXCELL MARKETING, L.C. 401(k) on its latest Form 5500
EXCELL MARKETING, L.C. (EIN 42-1444611) reports EXCELL MARKETING, L.C. PROFIT SHARING PLAN on its most recent Form 5500, with $29.6M in plan assets across 489 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 EXCELL MARKETING, L.C. filing — schedules, fees, and providers.
Who runs the EXCELL MARKETING, L.C. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EXCELL MARKETING, L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, GALLAGHER FIDUCIARY ADVISORS.
How to check your EXCELL MARKETING, L.C. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask EXCELL MARKETING, L.C. 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).