How big is Excel Consultants, Inc.'s plan?

Excel Consultants, Inc.'s plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250819170052NAL0002509553001

Excel Consultants, Inc.

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

Form 5500-SF

FILING_RECEIVED

Excel 401(k) Profit Sharing Plan

401(k) retirement plan · Excel Consultants, Inc.'s Excel 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Potter signed Excel Consultants, Inc.'s 2024 Form 5500 as plan administrator.

Robert Potter — 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 Consultants, Inc.'s EIN is 80-0014256.

EIN 80-0014256

Plan number 001

Plan year 2024

ACK ID 20250819170052NAL0002509553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Consultants, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, 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 CONSULTANTS, INC..

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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