AUMdb

Safe Harbor 403(b) Thrift Plan For Employees Of Excelth, Incorporated

Sponsored by Excelth, Incorporated · EIN 721193463 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
104
With balances
135

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $1,287