How big is Excelsior Advisors LLC's plan?

Excelsior Advisors LLC's plan reported $18K in assets and 1 participants for 2024.

Original filing (PDF)20250717184750NAL0000835297001

Excelsior Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Excelsior Advisors LLC 401(k) Plan

401(k) retirement plan · Excelsior Advisors LLC's Excelsior Advisors LLC 401(k) Plan held $18K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Shirley Horner signed Excelsior Advisors LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Excelsior Advisors LLC's EIN is 20-4901160.

EIN 20-4901160

Plan number 001

Plan year 2024

ACK ID 20250717184750NAL0000835297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ADVISORS 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