How big is Excelerate LLC's plan?

Excelerate LLC's plan reported $366K in assets and 90 participants for 2024.

Original filing (PDF)20250717155804NAL0000306659001

Excelerate LLC

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

Form 5500-SF

FILING_RECEIVED

Excelerate 401(k) Plan

401(k) retirement plan · Excelerate LLC's Excelerate 401(k) Plan held $366K in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

People on this filing

Marcus Bowie signed Excelerate LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Excelerate LLC's EIN is 84-3647896.

EIN 84-3647896

Plan number 001

Plan year 2024

ACK ID 20250717155804NAL0000306659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelerate 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 EXCELERATE LLC.

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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