How big is Excelas, LLC's plan?

Excelas, LLC's plan reported $3.4M in assets and 15 participants for 2025.

Original filing (PDF)20260421082105NAL0001275875001

Excelas, LLC

Name: Excelas, LLC — Excelas, LLC 401(k) Profit Sharing, Form 5500 (2025)
Creator: Excelas, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelas, LLC 401(k) Profit Sharing

401(k) retirement plan · Excelas, LLC's Excelas, LLC 401(k) Profit Sharing held $3.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

JEAN Bourgeois signed Excelas, LLC's 2025 Form 5500 as plan administrator.

JEAN Bourgeois — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Excelas, LLC's EIN is 04-3812566.

EIN 04-3812566

Plan number 001

Plan year 2025

ACK ID 20260421082105NAL0001275875001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Excelas, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Excelas, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELAS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

EXCELAS, LLC

EIN

all filings

Address

5247 WILSON MILLS RD · #640 · HIGHLAND HEIGHTS, OH · 44143

Phone

(440) 442-7310

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator