Retirement plan

EXCELSIS CONSTRUCTION, INC. 401(K) PLAN

Name: EXCELSIS CONSTRUCTION, INC. - EXCELSIS CONSTRUCTION, INC. 401(K) PLAN (2025) Form 5500
Creator: EXCELSIS CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXCELSIS CONSTRUCTION, INC. 401(K) PLAN, EXCELSIS CONSTRUCTION, INC.

EXCELSIS CONSTRUCTION, INC.EIN 27-0326510Plan #001PY 2025

5212 BELLEWOOD CT., STE. 205 - BUFORD, GA 30518770-339-7514

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$512K

+30.3% from 2024

Total participants

-20.0% from 2024

Average account balance

$85,411

+52.0% from 2024

Annual return

17.39%

+2.93 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$512K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$85K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.39%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1893

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$1622 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.216%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,411

$129,737-34.2%

$119,126-28.3%

$154,746-44.8%

Participation rate

71.4%

78.9%-7.4pp

75.8%-4.3pp

80.7%-9.3pp

Annual return

17.39%

379.08%-361.7pp

282.11%-264.7pp

172.34%-154.9pp

Employer contribution / active EE

$2,344

$4,375-46.4%

$4,034-41.9%

$4,379-46.5%

Participant deferral / active EE

$5,227

$5,842-10.5%

$5,318-1.7%

$6,730-22.3%

Admin fee / account holder

$1,893

$11,961-84.2%

$10,693-82.3%

$14,365-86.8%

EXCELSIS CONSTRUCTION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXCELSIS CONSTRUCTION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion