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
58
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELERATE, LLC.
Plan sponsor
Name
EXCELERATE, LLC
EIN
38-4106239
Address
11975 EL CAMINO REAL, STE. 102 · SAN DIEGO, CA · 92130
Phone
(858) 350-4242
Industry
Custom Computer Programming· Professional & Technical Servicessee all
