How big is EG2, LLC DBA the Excelsior Group's plan?

EG2, LLC DBA the Excelsior Group's plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260430131108NAL0026218338001

EG2, LLC DBA the Excelsior Group

Name: EG2, LLC DBA the Excelsior Group — The Excelsior, Form 5500 (2025)
Creator: EG2, LLC DBA the Excelsior Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Excelsior Group 401(k) Plan

401(k) retirement plan · EG2, LLC DBA the Excelsior Group's The Excelsior Group 401(k) Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Christopher CULP signed EG2, LLC DBA the Excelsior Group's 2025 Form 5500 as plan administrator.

Christopher CULP — 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

EG2, LLC DBA the Excelsior Group's EIN is 86-2535447.

EIN 86-2535447

Plan number 001

Plan year 2025

ACK ID 20260430131108NAL0026218338001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for EG2, LLC DBA the Excelsior Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

EG2, LLC DBA the Excelsior Group'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 EG2, LLC DBA THE EXCELSIOR GROUP.

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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