How big is Excell Foundations, L.P.'s plan?

Excell Foundations, L.P.'s plan reported $5.9M in assets and 82 participants for 2024.

Original filing (PDF)20250717164302NAL0001132306001

Excell Foundations, L.P.

Name: Excell Foundations, L.P. — Excell Foundations, L. P., Form 5500 (2024)
Creator: Excell Foundations, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excell Foundations, L. P. 401(k) Plan

401(k) retirement plan · Excell Foundations, L.P.'s Excell Foundations, L. P. 401(k) Plan held $5.9M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Shirley Horner signed Excell Foundations, L.P.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Excell Foundations, L.P.'s EIN is 52-2405628.

EIN 52-2405628

Plan number 001

Plan year 2024

ACK ID 20250717164302NAL0001132306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excell Foundations, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excell Foundations, L.P.'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 EXCELL FOUNDATIONS, L.P..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score