Excel Mso, LLC 401(k) Plan
Excel Mso, LLC, Eden Prairie MN. Employer ID 770560460, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024Excel Mso, LLC 401(k) Plan, Excel Mso, LLC
- 2024Assets transferred to Optumcare 401(k) Retirement Plan
- TodayOptumcare 401(k) Retirement Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2025 filing.
Left in 2018? Worth asking about employer money
- In plan year 2018, active participants fell from 95 to 76 (20%), and 24 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 39 | 8 | Filing |
| 2014 | 38 | 7 | Filing |
| 2015 | 60 | 13 | Filing |
| 2016 | 86 | 17 | Filing |
| 2017 | 107 | 11 | Filing |
| 2018 | 104 | 27 | Filing |
| 2019 | 132 | 36 | Filing |
| 2020 | 142 | 37 | Filing |
| 2021 | 189 | 82 | Filing |
| 2022 | 166 | 41 | Filing |
| 2023 | 167 | 41 | Filing |
| 2024 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.