Original filing (PDF)20250407170557NAL0025905776001

OHIO EXCELS

Name: OHIO EXCELS — OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: OHIO EXCELS

Form 5500-SF

FILING_RECEIVED

OHIO EXCELS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO EXCELS.

Plan sponsor

Name

OHIO EXCELS

EIN

83-1391462

Address

41 S HIGH STREET SUITE 2245 · COLUMBUS, OH · 43215

Phone

(614) 897-0431

Industry

Educational Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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