Sponsor portfolio
EXCELION PARTNERS LLC
EIN 27-2020972information technology and servicesLatest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
49
P.O. BOX 7468 - APPLETON, WI 54912920-716-8587excelionpartners.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCELION PARTNERS LLC 401(K) PLAN | 401k | $2.2M | 49 | 2025 |
Retirement plans