How big is Excel Office Services' plan?

Excel Office Services' plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20251222164023NAL0009894801001

Excel Office Services

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

Form 5500-SF

FILING_RECEIVED

Excel Office Services 401(k) Plan

401(k) retirement plan · Excel Office Services' Excel Office Services 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Brett Butler signed Excel Office Services' 2024 Form 5500 as plan administrator.

Brett Butler — 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 Office Services' EIN is 47-1987546.

EIN 47-1987546

Plan number 002

Plan year 2024

ACK ID 20251222164023NAL0009894801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Office Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 OFFICE SERVICES.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score