Excelligence Learning Corporation 401(k) Plan: Login, Facts & Contact Information

Excelligence Learning Corporation 401(k) Plan Facts

Plan name
EXCELLIGENCE LEARNING CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
EXCELLIGENCE LEARNING CORPORATION
Participants
1,073 (1,099 active employees)
Former employees with a balance
212
Plan assets
$40,428,679 at Dec 31, 2024
Average account balance
$62,390 across 648 accounts
Employer contributions
$1,510,171 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.21 million went into the plan in contributions, $1.51 million of it from the employer (29%).
  • $3.77 million was paid out to participants.
  • Investment and other income added $5.13 million.
  • Administrative expenses were $189,484, about $292 per account.

How the Excelligence Learning Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019664$15.4 million$66,845$2.02 million
2020715$27.0 million$500,590$3.23 million
2021961$32.2 million$1.24 million$2.99 million
20221,104$26.8 million$1.27 million$4.43 million
20231,091$34.1 million$1.41 million$2.99 million
20241,073$40.4 million$1.51 million$3.77 million

Excelligence Learning Corporation 401(k) Contact Information

Phone
831-333-5586
Mailing address
20 RYAN RANCH RD SUITE 200, MONTEREY CA 939405743
Plan sponsor
EXCELLIGENCE LEARNING CORPORATION
Employer identification number (EIN)
77-0559897
Plan number
001

Questions about the Excelligence Learning Corporation 401(k)

Does Excelligence Learning Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.51 million, 29% of all contributions.

Does the Excelligence Learning Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Excelligence Learning Corporation 401(k) plan?

1,073 participants at the start of plan year 2024, 1,099 of them active employees, and 212 former employees who still had money in the plan.

What is the average 401(k) balance at Excelligence Learning Corporation?

About $62,390 per account: $40.4 million in plan assets across 648 accounts with a balance at the end of plan year 2024.

Who manages the Excelligence Learning Corporation 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Excelligence Learning Corporation. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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