How big is Excel Dental's plan?

Excel Dental's plan reported $443K in assets and 26 participants for 2024.

Original filing (PDF)20250717155755NAL0000306435001

Excel Dental

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

Form 5500-SF

FILING_RECEIVED

Excel Dental 401(k) Plan

401(k) retirement plan · Excel Dental's Excel Dental 401(k) Plan held $443K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

People on this filing

Marcus Bowie signed Excel Dental's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Dental's EIN is 81-1487042.

EIN 81-1487042

Plan number 001

Plan year 2024

ACK ID 20250717155755NAL0000306435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Dental'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 DENTAL.

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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.

Plan sponsor

Name

EXCEL DENTAL

EIN

all filings

Address

1401 NW 1ST ST., STE #120 · BATTLE GROUND, WA · 98604

Phone

(360) 369-3930

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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