Excelsior Wellness 403(b) Plan
Sponsored by Excelsior Wellness · EIN 911189908 · Plan #002
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 166
- With balances
- 224
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merit Financial Group Llc | Investment advisory (plan) | $10,203 |
| Professional Benefit Services, Inc. | Contract administrator | $3,494 |
| Lpl Financial, Llc | Other fees | $3,482 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,088 |