How big is Excel Academy Rhode Island's plan?

Excel Academy Rhode Island's plan reported $328K in assets and 39 participants for 2024.

Original filing (PDF)20250717120607NAL0000116531001

Excel Academy Rhode Island

Name: Excel Academy Rhode Island — Excel Academy Rhode, Form 5500 (2024)
Creator: Excel Academy Rhode Island
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Academy Rhode Island 403(b) Retirement Plan

403(b) retirement plan · Excel Academy Rhode Island's Excel Academy Rhode Island 403(b) Retirement Plan held $328K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

People on this filing

AMY Cruz signed Excel Academy Rhode Island's 2024 Form 5500 as plan administrator.

AMY Cruz — 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

Excel Academy Rhode Island's EIN is 87-4129135.

EIN 87-4129135

Plan number 001

Plan year 2024

ACK ID 20250717120607NAL0000116531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excel Academy Rhode Island from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Academy Rhode Island's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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