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

EXCELSIOR FINANCIAL PARTNERS, LP 401(k) Plan

What public Form 5500 filings show about the EXCELSIOR FINANCIAL PARTNERS, LP 401(k) plan — and how to find and check your own account.

Plan assets
$706K
Participants
10
Plans on file
1

The EXCELSIOR FINANCIAL PARTNERS, LP 401(k) on its latest Form 5500

EXCELSIOR FINANCIAL PARTNERS, LP (EIN 82-4447316) reports EXCELSIOR FINANCIAL PARTNERS 401(K) PLAN on its most recent Form 5500, with $706K 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 FINANCIAL PARTNERS, LP filing — schedules, fees, and providers.

Who runs the EXCELSIOR FINANCIAL PARTNERS, LP 401(k)?

EXCELSIOR FINANCIAL PARTNERS, LP’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 FINANCIAL PARTNERS, LPHR for the recordkeeper’s name and login.

How to check your EXCELSIOR FINANCIAL PARTNERS, LP 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask EXCELSIOR FINANCIAL PARTNERS, LP 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: EXCELSIOR FINANCIAL PARTNERS, LP — all Form 5500 filings (EIN 82-4447316) · Minnesota employer EIN lookup · Form 5500 search
EXCELSIOR FINANCIAL PARTNERS, LP 401(k) Plan — Form 5500