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Sponsor portfolio

EXCEL ORTHOPEDICS LLC

EIN 46-3558118-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$464K assets
Welfare
0
Participants
26
17300 N. OUTER FORTY ROAD, STE 316 - CHESTERFIELD, MO 63005636-778-3177
Plans on this EIN
2 filings
#001401k-$234K - 13 part#002CashBalance-$231K - 13 part

Retirement portfolio analytics

2 plans aggregated / $464K assets / 26 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • EXCEL ORTHOPEDICS 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $464KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXCEL ORTHOPEDICS 401(K) (#001)13
  • CASH BALANCE PLAN (#002)13
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EXCEL ORTHOPEDICS 401(K) PLAN

401k

Assets$234K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EXCEL ORTHOPEDICS CASH BALANCE PLAN

CashBalance

Assets$231K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EXCEL ORTHOPEDICS 401(K) PLAN401k$234K132024
002EXCEL ORTHOPEDICS CASH BALANCE PLANCashBalance$231K132024
Retirement plans
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