Sponsor portfolio
EXCELSIOR DYNAMIC LLC
EIN 84-2315984education managementLatest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
41
825 WATTERS CREEK BLVD. #360 - ALLEN, TX 75013772-834-8178excelsiorhouston.comLinkedIn1-10 employeeseducation management
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 | EXCELSIOR DYNAMIC LLC | 401k | $2.8M | 41 | 2025 |
Retirement plans