How big is Excel ABA, LLC's plan?

Excel ABA, LLC's plan reported $232K in assets and 26 participants for 2024.

Original filing (PDF)20251010111430NAL0012940384001

Excel ABA, LLC

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

Form 5500-SF

FILING_RECEIVED

Excel ABA, LLC 401(k) Plan

Defined-contribution retirement plan · Excel ABA, LLC's Excel ABA, LLC 401(k) Plan held $232K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

People on this filing

Richard Tatum signed Excel ABA, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 ABA, LLC's EIN is 46-2276731.

EIN 46-2276731

Plan number 001

Plan year 2024

ACK ID 20251010111430NAL0012940384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel ABA, LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, 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 ABA, 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

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

Plan sponsor

Name

EXCEL ABA, LLC

EIN

all filings

Address

116 BAYVIEW DRIVE · RICHMOND, KY · 40475

Phone

(859) 940-3510

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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