Excelsior Academy Retirement Plan
Sponsored by Excelsior Academy · EIN 260806243 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 148
- With balances
- 170
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $36,180 |
| Global Retirement Partners Llc | Investment advisory (plan) | $19,614 |
| Empower Advisory Group. Llc | Investment management | $5,839 |