How big is Excelsior Capital Group's plan?

Excelsior Capital Group's plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20250718153053NAL0002913440001

Excelsior Capital Group

Name: Excelsior Capital Group — Excelsior Capital Group, Form 5500 (2024)
Creator: Excelsior Capital Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Capital Group 401(k) Plan

401(k) retirement plan · Excelsior Capital Group's Excelsior Capital Group 401(k) Plan held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan identifiers

Excelsior Capital Group's EIN is 93-2843811.

EIN 93-2843811

Plan number 001

Plan year 2024

ACK ID 20250718153053NAL0002913440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior Capital Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCELSIOR CAPITAL GROUP.

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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