AUMdb

Excella Wealth Properties, Inc. 401(k) Plan

Sponsored by Excella Wealth Properties, Inc. · EIN 842755255 · Plan #001

Total assets
Net assets
Active participants
3
With balances
1

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).

No Schedule C on file for this plan year.