How big is Excel Wealth Management's plan?

Excel Wealth Management's plan reported $8K in assets and 4 participants for 2025.

Original filing (PDF)20260422145054NAL0005841728001

Excel Wealth Management

Name: Excel Wealth Management — Excel Wealth Management, Form 5500 (2025)
Creator: Excel Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Wealth Management 401(k) Plan

401(k) retirement plan · Excel Wealth Management's Excel Wealth Management 401(k) Plan held $8K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Jim Reynolds signed Excel Wealth Management's 2025 Form 5500 as plan administrator.

Jim Reynolds — 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 Wealth Management's EIN is 81-2780637.

EIN 81-2780637

Plan number 001

Plan year 2025

ACK ID 20260422145054NAL0005841728001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Excel Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Excel Wealth Management'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 EXCEL WEALTH MANAGEMENT.

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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