Advisors Excel, Llc 401(k) P/S Plan
Sponsored by Advisors Excel, Llc · EIN 202111111 · Plan #001
- Total assets
- $73.8M
- Net assets
- $73.8M
- Active participants
- 995
- With balances
- 992
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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $147,539 |
| Two West Capital Advisors Llc | Investment advisory (plan) | $57,908 |
| Qdro Consultants Co Llc | Other fees | $300 |