Excel Services 401(k) Plan
Sponsored by Excel Services, Inc. · EIN 204339280 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 247
- With balances
- 136
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $26,814 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,425 |
| Trinity Pension Consultants | Contract administrator | $5,762 |
| Empower Advisory Group, Llc | Investment management | $220 |