How big is Excelforce's plan?

Excelforce's plan reported $1.0M in assets and 27 participants for 2024.

Original filing (PDF)20251009085057NAL0011090736001

Excelforce

Name: Excelforce — Excelforce 401(k) Plan, Form 5500 (2024)
Creator: Excelforce
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelforce 401(k) Plan

401(k) retirement plan · Excelforce's Excelforce 401(k) Plan held $1.0M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Caitlin West signed Excelforce's 2024 Form 5500 as plan administrator.

Caitlin West — 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

Excelforce's EIN is 45-2986709.

EIN 45-2986709

Plan number 001

Plan year 2024

ACK ID 20251009085057NAL0011090736001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelforce'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 EXCELFORCE.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EXCELFORCE

EIN

all filings

Address

1170 ROUTE 17M, SUITE 5 · CHESTER, NY · 10918

Phone

(845) 363-8100

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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