How big is Excel BOAT Company LLC's plan?

Excel BOAT Company LLC's plan reported $542K in assets and 111 participants for 2024.

Original filing (PDF)20251015160926NAL0002607395003

Excel BOAT Company LLC

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

Form 5500-SF

FILING_RECEIVED

Excel BOAT Company, LLC 401(k) Plan

401(k) retirement plan · Excel BOAT Company LLC's Excel BOAT Company, LLC 401(k) Plan held $542K in plan assets for 111 participants in 2024.

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

People on this filing

Candice Summers signed Excel BOAT Company LLC's 2024 Form 5500 as plan administrator.

Candice Summers — 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

Excel BOAT Company LLC's EIN is 26-2730204.

EIN 26-2730204

Plan number 002

Plan year 2024

ACK ID 20251015160926NAL0002607395003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel BOAT Company LLC'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 EXCEL BOAT COMPANY LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score