How big is Clients Excel, LLC's plan?

Clients Excel, LLC's plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20250916125214NAL0005093762001

Clients Excel, LLC

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

Form 5500-SF

FILING_RECEIVED

Clients Excel, LLC 401(k) Plan

401(k) retirement plan · Clients Excel, LLC's Clients Excel, LLC 401(k) Plan held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

David Treece signed Clients Excel, LLC's 2024 Form 5500 as plan administrator.

David Treece — 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

Clients Excel, LLC's EIN is 83-1973293.

EIN 83-1973293

Plan number 001

Plan year 2024

ACK ID 20250916125214NAL0005093762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Clients Excel, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENTS EXCEL, 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