Track Pigeon Forge Ltd Ptr 401(k) Profit Sharing Plan & Trust
Sponsored by Track Pigeon Forge Ltd Ptr · EIN 621194180 · Plan #002
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 125
- With balances
- 126
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 |
|---|---|---|
| Excel Wealth Management, Llc CRD 299602 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Excel Wealth Management, Llc | Investment advisory (participants) | $9,931 |