How big is Excelsior Care Group, LLC's plan?

Excelsior Care Group, LLC's plan reported $553K in assets and 81 participants for 2024.

Original filing (PDF)20250908081132NAL0019135857001

Excelsior Care Group, LLC

Name: Excelsior Care Group, LLC — Excelsior Care Group, Form 5500 (2024)
Creator: Excelsior Care Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Care Group, LLC 401(k) Plan

401(k) retirement plan · Excelsior Care Group, LLC's Excelsior Care Group, LLC 401(k) Plan held $553K in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

Aaron Kaufman signed Excelsior Care Group, LLC's 2024 Form 5500 as plan administrator.

Aaron Kaufman — 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

Excelsior Care Group, LLC's EIN is 47-1358100.

EIN 47-1358100

Plan number 001

Plan year 2024

ACK ID 20250908081132NAL0019135857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Care 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 EXCELSIOR CARE 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

Knocking points off