How big is Excel Group LLC's plan?

Excel Group LLC's plan reported $672K in assets and 11 participants for 2024.

Original filing (PDF)20250718081759NAL0000674915001

Excel Group LLC

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

Form 5500-SF

FILING_RECEIVED

Excel Group LLC 401(k) Plan

401(k) retirement plan · Excel Group LLC's Excel Group LLC 401(k) Plan held $672K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

Dana English signed Excel Group LLC's 2024 Form 5500 as plan administrator.

Dana English — 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 Group LLC's EIN is 45-4747258.

EIN 45-4747258

Plan number 001

Plan year 2024

ACK ID 20250718081759NAL0000674915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Group LLC'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 GROUP LLC.

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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