AUMdb

Engage2 Excel Inc. 401(k) Profit Sharing Plan

Sponsored by Engage2 Excel Inc. · EIN 561293970 · Plan #001 · Mooresville, NC

Total assets
$51.7M
Net assets
$51.7M
Active participants
239
With balances
470

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $26,315