Excelsior Financial Partners, LP (EIN 82-4447316) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $813K in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Excelsior Financial Partners 401(k) Plan | 002 | 10 | $706K |
| Excelsior Financial Partners Cash Balance Plan | 001 | 6 | $108K |
82-4447316 is the Employer Identification Number (EIN) Excelsior Financial Partners, LP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Minnesota EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
