How big is Excel Document Management, Inc.'s plan?

Excel Document Management, Inc.'s plan reported $756K in assets and 1 participants for 2024.

Original filing (PDF)20250415151115NAL0006053600001

Excel Document Management, Inc.

Name: Excel Document Management, Inc. — Excel Document, Form 5500 (2024)
Creator: Excel Document Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Document Management, Inc. 401(k) Plan

401(k) retirement plan · Excel Document Management, Inc.'s Excel Document Management, Inc. 401(k) Plan held $756K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

People on this filing

CURT Lembeck signed Excel Document Management, Inc.'s 2024 Form 5500 as plan administrator.

CURT Lembeck — 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

Excel Document Management, Inc.'s EIN is 41-1872810.

EIN 41-1872810

Plan number 002

Plan year 2024

ACK ID 20250415151115NAL0006053600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excel Document Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Document Management, Inc.'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 EXCEL DOCUMENT MANAGEMENT, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

EXCEL DOCUMENT MANAGEMENT, INC.

EIN

all filings

Address

8646 EAGLE CREEK CIRCLE, STE. 205 · SAVAGE, MN · 55378

Phone

(952) 894-9100

Industry

Wholesale Trade

Plan administrator