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Original filing (PDF)20251009085057NAL0011090736001
EXCELFORCE
Form 5500-SF
FILING_RECEIVED
EXCELFORCE 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
31
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCELFORCE.
Plan sponsor
Name
EXCELFORCE
EIN
45-2986709
Address
1170 ROUTE 17M, SUITE 5 · CHESTER, NY · 10918
Phone
(845) 363-8100
Industry
Professional & Technical Servicessee all
Plan administrator
Name
3(16) FIDUCIARY SERVICES CORPORATION
EIN
45-4813650
City
WOODSTOCK, GA
Phone
(561) 440-2139
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.