AUMdb

Excel Cabinets, Inc. 401(k) Plan

Sponsored by Excel Cabinets, Inc. · EIN 330521926 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
215
With balances
299

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $23,084
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $13,265
Hicks Pension Services Recordkeeping, Participant loan processing, Recordkeeping fees $1,876