How big is Excel TEST PREP.'s plan?

Excel TEST PREP.'s plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251002144423NAL0000404051001

Excel TEST PREP.

Name: Excel TEST PREP. — Excel TEST PREP. 401-K Profit, Form 5500 (2024)
Creator: Excel TEST PREP.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel TEST PREP. 401-K Profit Sharing Plan

401(k) retirement plan · Excel TEST PREP.'s Excel TEST PREP. 401-K Profit Sharing Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Excel TEST PREP.'s EIN is 90-0086721.

EIN 90-0086721

Plan number 001

Plan year 2024

ACK ID 20251002144423NAL0000404051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel TEST PREP.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

EXCEL TEST PREP.

EIN

all filings

Address

4160 TECHNOLOGY DR. · FREMONT, CA · 94538

Phone

(510) 490-7000

Industry

Educational Services

Plan administrator