OpenERISA

Excelsior Management Services, INC.

San Francisco, CA, 94104

EIN 81-5339018
Plans
1
Total participants
21
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541600

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Excelsior Management Services 401(K) Plan5
2023Form 5500-SF001Excelsior Management Services 401(K) Plan5
2022Form 5500-SF001Excelsior Management Services 401(K) Plan4
2021Form 5500-SF001Excelsior Management Services 401(K) Plan4
2020Form 5500-SF001Excelsior Management Services 401(K) Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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