How big is Excelsior Financial Partners, LP's plan?

Excelsior Financial Partners, LP's plan reported $706K in assets and 10 participants for 2024.

Original filing (PDF)20251015105645NAL0009205090001

Excelsior Financial Partners, LP

Name: Excelsior Financial Partners, LP — Excelsior, Form 5500 (2024)
Creator: Excelsior Financial Partners, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Financial Partners 401(k) Plan

401(k) retirement plan · Excelsior Financial Partners, LP's Excelsior Financial Partners 401(k) Plan held $706K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$678K

People on this filing

Tony Stinar signed Excelsior Financial Partners, LP's 2024 Form 5500 as plan administrator.

Tony Stinar — 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 Financial Partners, LP's EIN is 82-4447316.

EIN 82-4447316

Plan number 002

Plan year 2024

ACK ID 20251015105645NAL0009205090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excelsior Financial Partners, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Financial Partners, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL PARTNERS, LP.

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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