Exxel Pacific, Inc. Benefit Plan
Sponsored by Exxel Pacific, Inc. · EIN 911443056 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 150
- With balances
- 171
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Group | Investment advisory (plan) | $22,500 |
| Cambridge Investment Research Inc | Investment advisory (plan) | $22,500 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $13,990 |