How big is Excelsior11, LLC's plan?

Excelsior11, LLC's plan reported $787K in assets and 3 participants for 2024.

Original filing (PDF)20250609135619NAL0011037891001

Excelsior11, LLC

Name: Excelsior11, LLC — Excelsior11, LLC 401(k) Plan, Form 5500 (2024)
Creator: Excelsior11, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior11, LLC 401(k) Plan

401(k) retirement plan · Excelsior11, LLC's Excelsior11, LLC 401(k) Plan held $787K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$787K

Net assets (EOY)

$787K

Plan identifiers

Excelsior11, LLC's EIN is 99-4693662.

EIN 99-4693662

Plan number 001

Plan year 2024

ACK ID 20250609135619NAL0011037891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excelsior11, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excelsior11, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

EXCELSIOR11, LLC

EIN

all filings

Address

111 S CALVERT ST STE 2500 · BALTIMORE, MD · 212026104

Phone

(410) 659-6009

Industry

Professional & Technical Services

Plan administrator