Excelsior Defense Inc Retirement Plan
Sponsored by Excelsior Defense, Inc. · EIN 593541210 · Plan #002
- Total assets
- $1.7M
- Net assets
- $1.6M
- Active participants
- 268
- With balances
- 209
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Solutions Specialists | Contract administrator | $25,139 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,781 |
| Ubs Financial Svcs Ins Agcy | Investment advisory (plan) | $5,084 |
| Empower Advisory Group, Llc | Investment management | $21 |