Excel Group 401(k) Savings Plan
Sponsored by Excel Contractors, Llc · EIN 720969587 · Plan #001
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 7,735
- With balances
- 970
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $131,731 |
| Ubs Financial Services Inc | Other fees | $0 |