Lake Norman Security Patrol In 401(k) Profit Sharing Plan & Trust
Sponsored by Lake Norman Security Patrol In · EIN 560898176 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 215
- With balances
- 225
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) | $14,543 |
| Paychex, Inc. | Recordkeeping | $12,114 |