How big is Excellance, Inc.'s plan?

Excellance, Inc.'s plan reported $4.3M in assets and 71 participants for 2024.

Original filing (PDF)20250903100020NAL0008985075001

Excellance, Inc.

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

Form 5500-SF

FILING_RECEIVED

Excellance, Inc. 401(k) Plan

401(k) retirement plan · Excellance, Inc.'s Excellance, Inc. 401(k) Plan held $4.3M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Excellance, Inc.'s EIN is 63-0695624.

EIN 63-0695624

Plan number 001

Plan year 2024

ACK ID 20250903100020NAL0008985075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excellance, Inc.'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 EXCELLANCE, INC..

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off