How big is Excelco Trading, L.P.'s plan?

Excelco Trading, L.P.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250327124740NAL0017422801001

Excelco Trading, L.P.

Name: Excelco Trading, L.P. — Excelco Trading, L.P. 401(k), Form 5500 (2024)
Creator: Excelco Trading, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelco Trading, L.P. 401(k) Profit Sharing Plan

401(k) retirement plan · Excelco Trading, L.P.'s Excelco Trading, L.P. 401(k) Profit Sharing Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Christopher Baumann signed Excelco Trading, L.P.'s 2024 Form 5500 as plan administrator.

Christopher Baumann — 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

Excelco Trading, L.P.'s EIN is 13-3479771.

EIN 13-3479771

Plan number 001

Plan year 2024

ACK ID 20250327124740NAL0017422801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excelco Trading, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excelco Trading, L.P.'s plan includes 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 EXCELCO TRADING, L.P..

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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