How big is Excursionist LLC's plan?

Excursionist LLC's plan reported $836K in assets and 21 participants for 2024.

Original filing (PDF)20250612084426NAL0016319185001

Excursionist LLC

Name: Excursionist LLC — Excursionist LLC 401(k) Plan, Form 5500 (2024)
Creator: Excursionist LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excursionist LLC 401(k) Plan

401(k) retirement plan · Excursionist LLC's Excursionist LLC 401(k) Plan held $836K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

People on this filing

Shirley Horner signed Excursionist 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

Excursionist LLC's EIN is 27-3386061.

EIN 27-3386061

Plan number 001

Plan year 2024

ACK ID 20250612084426NAL0016319185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excursionist 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 EXCURSIONIST 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