How big is Excel Orthodontics, Inc.'s plan?

Excel Orthodontics, Inc.'s plan reported $1.6M in assets and 58 participants for 2024.

Original filing (PDF)20250717155759NAL0000847664001

Excel Orthodontics, Inc.

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

Form 5500-SF

FILING_RECEIVED

Excel Orthodontics, Inc. 401(k) Plan

401(k) retirement plan · Excel Orthodontics, Inc.'s Excel Orthodontics, Inc. 401(k) Plan held $1.6M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Marcus Bowie signed Excel Orthodontics, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Orthodontics, Inc.'s EIN is 93-1017521.

EIN 93-1017521

Plan number 001

Plan year 2024

ACK ID 20250717155759NAL0000847664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Orthodontics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ORTHODONTICS, INC.

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Plan health score

Above-average plan

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

Knocking points off