How big is XCEL Properties LLC's plan?

XCEL Properties LLC's plan reported $620K in assets and 5 participants for 2025.

Original filing (PDF)20260420065318NAL0001929920001

XCEL Properties LLC

Name: XCEL Properties LLC — XCEL Properties LLC 401(k), Form 5500 (2025)
Creator: XCEL Properties LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XCEL Properties LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · XCEL Properties LLC's XCEL Properties LLC 401(k) Profit Sharing Plan & Trust held $620K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

People on this filing

Dana Wilkerson signed XCEL Properties LLC's 2025 Form 5500 as plan administrator.

Dana Wilkerson — 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

XCEL Properties LLC's EIN is 86-2658951.

EIN 86-2658951

Plan number 001

Plan year 2025

ACK ID 20260420065318NAL0001929920001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for XCEL Properties LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

XCEL Properties 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 XCEL PROPERTIES 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