How big is Excello Group LLC's plan?

Excello Group LLC's plan reported $981K in assets and 4 participants for 2024.

Original filing (PDF)20251013102202NAL0002459618001

Excello Group LLC

Name: Excello Group LLC — Excello Group 401(k) Profit, Form 5500 (2024)
Creator: Excello Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excello Group 401(k) Profit Sharing Plan

401(k) retirement plan · Excello Group LLC's Excello Group 401(k) Profit Sharing Plan held $981K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

People on this filing

Lawrence PEIM signed Excello Group LLC's 2024 Form 5500 as plan administrator.

Lawrence PEIM — 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

Excello Group LLC's EIN is 20-1169134.

EIN 20-1169134

Plan number 002

Plan year 2024

ACK ID 20251013102202NAL0002459618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excello Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excello Group LLC'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 EXCELLO GROUP 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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EXCELLO GROUP LLC

EIN

all filings

Address

8025 SOUTH WILLOW STREET, SUITE 210 · MANCHESTER, NH · 03103

Phone

(603) 606-7177

Industry

Admin Support & Waste Mgmt

Plan administrator