Original filing (PDF)20250507095318NAL0023825842001

EXCELION PARTNERS LLC

Name: EXCELION PARTNERS LLC — EXCELION PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: EXCELION PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

EXCELION PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 EXCELION PARTNERS LLC.

Plan sponsor

Name

EXCELION PARTNERS LLC

EIN

27-2020972

Address

P.O. BOX 7468 · APPLETON, WI · 54912

Phone

(920) 716-8587

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

APPALACHIAN FIELD SERVICE LLC

APPALACHIAN FIELD SERVICE 401K PLAN

$2.1M · 58 participants

ROSENBERG CONSULTING SERVICES INC

ROSENBERG CONSULTING SERVICES INC 401(K) PLAN

$2.1M · 5 participants

JAG INTERNATIONAL, INC.

JAG INTERNATIONAL, INC. CASH BALANCE PLAN

$2.1M · 9 participants

ACI ENVIRONMENTAL CONSULTING, LLC

ACI ENVIRONMENTAL CONSULTING, LLC 401(K) PLAN

$2.1M · 17 participants

FARGO CONSULTING GROUP

FARGO CONSULTING GROUP 401(K) PLAN