How big is Excelsior Energy Capital LLC's plan?

Excelsior Energy Capital LLC's plan reported $2.6M in assets and 67 participants for 2024.

Original filing (PDF)20250730164234NAL0005029217001

Excelsior Energy Capital LLC

Name: Excelsior Energy Capital LLC — Excelsior Energy, Form 5500 (2024)
Creator: Excelsior Energy Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Energy Capital

401(k) retirement plan · Excelsior Energy Capital LLC's Excelsior Energy Capital held $2.6M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Aries Yeung signed Excelsior Energy Capital LLC's 2024 Form 5500 as plan administrator.

Aries Yeung — 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

Excelsior Energy Capital LLC's EIN is 82-2342975.

EIN 82-2342975

Plan number 001

Plan year 2024

ACK ID 20250730164234NAL0005029217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excelsior Energy Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Energy Capital LLC'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 EXCELSIOR ENERGY CAPITAL LLC.

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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

Helping the score