How big is Excelsius LLC's plan?

Excelsius LLC's plan reported $6K in assets and 1 participants for 2024.

Original filing (PDF)20251010111431NAL0012940432001

Excelsius LLC

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

Form 5500-SF

FILING_RECEIVED

Excelsius LLC 401(k) Plan

401(k) retirement plan · Excelsius LLC's Excelsius LLC 401(k) Plan held $6K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Richard Tatum signed Excelsius LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Excelsius LLC's EIN is 88-1304898.

EIN 88-1304898

Plan number 001

Plan year 2024

ACK ID 20251010111431NAL0012940432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsius 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 EXCELSIUS 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