Original filing (PDF)20250715155535NAL0001756563001

EXCALIBUR SECURITY SERVICES, LLC

Name: EXCALIBUR SECURITY SERVICES, LLC — EXCALIBUR SECURITY SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: EXCALIBUR SECURITY SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

EXCALIBUR SECURITY SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$447K

Net assets (EOY)

$447K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCALIBUR SECURITY SERVICES, LLC.

Plan sponsor

Name

EXCALIBUR SECURITY SERVICES, LLC

EIN

27-5129489

Address

96 CRAIG STREET · SUITE 112-319 · ELLIJAY, GA · 30540

Phone

(706) 502-8323

Industry

Management of Companies / Holdingssee 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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

MODERNE COMMUNITIES, LLC

MODERNE COMMUNITIES, LLC CASH BALANCE PLAN

$449K · 2 participants

BUFFWATER LLC

BUFFWATER LLC 401(K) PLAN

$450K · 50 participants

ABBEYVILLE HOLDINGS, LLC

ABBEYVILLE HOLDINGS LLC 401(K) PLAN

$451K · 101 participants

RETENTION CONSULTING SERVICES

$441K · 3 participants

NEXXUS HOLDINGS, INC.

NEXXUS HOLDINGS, INC. 401(K) PLAN

$440K · 3 participants