What public Form 5500 filings show about the Excelsior Accounting Services, LLC 401(k) plan — and how to find and check your own account.
Excelsior Accounting Services, LLC (EIN 83-1681712) reports EXCELSIOR ACCOUNTING SERVICES 401(K) PLAN on its most recent Form 5500, with $650K in plan assets across 10 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 Excelsior Accounting Services, LLC filing — schedules, fees, and providers.
Excelsior Accounting Services, LLC’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 Excelsior Accounting Services, LLCHR for the recordkeeper’s name and login.
