Original filing (PDF)20251013102202NAL0002459618001

EXCELLO GROUP LLC

Name: EXCELLO GROUP LLC — EXCELLO GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EXCELLO GROUP LLC

Form 5500-SF

FILING_RECEIVED

EXCELLO GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCELLO GROUP LLC.

Plan sponsor

Name

EXCELLO GROUP LLC

EIN

20-1169134

Address

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

Phone

(603) 606-7177

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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