Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan
Sponsored by Excalibur Associates, Inc. · EIN 841348594 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 208
- With balances
- 223
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,774 |