Back to filter
Original filing (PDF)20250819170052NAL0002509553001
EXCEL CONSULTANTS, INC.
Form 5500-SF
FILING_RECEIVED
EXCEL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEL CONSULTANTS, INC..
Plan sponsor
Name
EXCEL CONSULTANTS, INC.
DBA
EXCEL CONTRACTORS
EIN
80-0014256
Address
832 LEE DRIVE · BEDFORD, TX · 76022
Phone
(904) 763-9779
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
ALEXANDER WOLF & SON/ A DIVISION OF A.W. & S. CONSTRUCTION CO., INC.
A. W. & S. CONSTRUCTION CO., INC. 401(K) PLAN
$1.4M · 37 participants
CARROLL & STRONG BUILDERS, INC.
CARROLL AND STRONG BUILDERS 401(K) PLAN
$1.4M · 28 participants
GERMANIA CONSTRUCTION INC.
GERMANIA CONSTRUCTION 401(K) PLAN & TRUST
$1.4M · 20 participants
GREENSTREET DEVELOPMENT INC
GREENSTREET DEVELOPMENT INC DEFINED BENEFIT PENSION PLAN
$1.4M · 2 participants
WEST CHESTER DESIGN BUILD, LLC
COCOON 401(K) PROFIT SHARING PLAN
$1.4M · 45 participants
L. A. JOHNSON CONSTRUCTION COMPANY INC.
L. A. JOHNSON CONSTRUCTION COMPANY INC., PROFIT SHARING PLAN
$1.4M · 3 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants