Excel Machinery Employee Stock Ownership Plan
Sponsored by Excel Machinery Employee Stock Ownership Plan · EIN 860848813 · Plan #002
- Total assets
- $28.0M
- Net assets
- $27.6M
- Active participants
- 94
- With balances
- 152
Plan year beginning 01/01/2024 · Stock bonus
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 |
|---|---|---|
| Symmetry Partners | Securities brokerage | $28,426 |