How big is Excel AG's plan?

Excel AG's plan reported $950K in assets and 15 participants for 2024.

Original filing (PDF)20250717120808NAL0000102451001

Excel AG

Name: Excel AG — Excel AG 401(k) and Profit Sharing Plan, Form 5500 (2024)
Creator: Excel AG
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel AG 401(k) and Profit Sharing Plan

401(k) retirement plan · Excel AG's Excel AG 401(k) and Profit Sharing Plan held $950K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

People on this filing

Violeta Cepeda signed Excel AG's 2024 Form 5500 as plan administrator.

Violeta Cepeda — 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 AG's EIN is 65-1068759.

EIN 65-1068759

Plan number 001

Plan year 2024

ACK ID 20250717120808NAL0000102451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel AG's 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 AG.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EXCEL AG

EIN

all filings

Address

7300 N KENDALL DR STE 640 · MIAMI, FL · 331567840

Phone

(305) 670-0145

Industry

Manufacturing

Plan administrator