How big is Excellerate Foundation's plan?

Excellerate Foundation's plan reported $2.6M in assets and 23 participants for 2024.

Original filing (PDF)20250625141014NAL0011368608001

Excellerate Foundation

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

Form 5500-SF

FILING_RECEIVED

Excellerate Foundation 401(k) Plan

401(k) retirement plan · Excellerate Foundation's Excellerate Foundation 401(k) Plan held $2.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Susan Upchurch signed Excellerate Foundation's 2024 Form 5500 as plan administrator.

Susan Upchurch — 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

Excellerate Foundation's EIN is 31-1682365.

EIN 31-1682365

Plan number 001

Plan year 2024

ACK ID 20250625141014NAL0011368608001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excellerate Foundation'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 EXCELLERATE FOUNDATION.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

EXCELLERATE FOUNDATION

EIN

all filings

Address

5111 JB HUNT DR STE 120 · ROGERS, AR · 727585210

Phone

(479) 263-0633

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator