· 2022–2024 · DOL EFAST2

Excel English Institute — Excel English Institute, Form 5500 (2024)

Original filing (PDF)20251014205611NAL0007465106001

Excel English Institute

Form 5500-SF

FILING_RECEIVED

Excel English Institute 401(k) Plan

401(k) retirement plan · Excel English Institute's Excel English Institute 401(k) Plan held $730K in plan assets for 17 participants in 2024.

Signals · 1

High average account balance

Active participants

17

Accounts w/ balance

5

Plan assets (EOY)

$730K

Net assets (EOY)

$730K

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

63

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCEL ENGLISH INSTITUTE.

Plan sponsor

Name

EXCEL ENGLISH INSTITUTE

EIN

46-3895081all filings

Address

1101 E ARAPAHO RD STE 150 · RICHARDSON, TX · 750812354

Phone

(972) 786-7508

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.