How big is Excel Partners, Inc.'s plan?

Excel Partners, Inc.'s plan reported $2.1M in assets and 14 participants for 2024.

Original filing (PDF)20250922093013NAL0005036577001

Excel Partners, Inc.

Name: Excel Partners, Inc. — Excel Partners, Inc. 401(k), Form 5500 (2024)
Creator: Excel Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Partners, Inc. 401(k) Plan

401(k) retirement plan · Excel Partners, Inc.'s Excel Partners, Inc. 401(k) Plan held $2.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Excel Partners, Inc.'s EIN is 06-1420255.

EIN 06-1420255

Plan number 001

Plan year 2024

ACK ID 20250922093013NAL0005036577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excel Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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