How big is Excelsior Dynamic LLC's plan?

Excelsior Dynamic LLC's plan reported $1.8M in assets and 39 participants for 2024.

Original filing (PDF)20250701100949NAL0012574321001

Excelsior Dynamic LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Excelsior Dynamic LLC held $1.8M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Shirley Horner signed Excelsior Dynamic LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Dynamic LLC's EIN is 84-2315984.

EIN 84-2315984

Plan number 001

Plan year 2024

ACK ID 20250701100949NAL0012574321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Dynamic LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EXCELSIOR DYNAMIC LLC

EIN

all filings

Address

825 WATTERS CREEK BLVD. #360 · ALLEN, TX · 75013

Phone

(772) 834-8178

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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