How big is Excelsior Integrated, Inc.'s plan?

Excelsior Integrated, Inc.'s plan reported $3.8M in assets and 46 participants for 2024.

Original filing (PDF)20250717154006NAL0000293379001

Excelsior Integrated, Inc.

Name: Excelsior Integrated, Inc. — Excelsior Integrated, Form 5500 (2024)
Creator: Excelsior Integrated, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Integrated, Inc. 401(k) Plan

401(k) retirement plan · Excelsior Integrated, Inc.'s Excelsior Integrated, Inc. 401(k) Plan held $3.8M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Excelsior Integrated, Inc.'s EIN is 20-3364202.

EIN 20-3364202

Plan number 001

Plan year 2024

ACK ID 20250717154006NAL0000293379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Integrated, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off