Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Excel Wealth Management, LLC
Excel Wealth Management, LLC
- Service provider, as named on Schedule C
- EIN 812780637
- Plan year 2024
- Direct compensation reported $872,376
Assets of those plans
$1,948,768,435
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$872,376
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 14 |
| 99 | Other fees | 4 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 50 | Direct payment from the plan | 3 |
| 64 | Recordkeeping fees | 3 |
| 27 | Investment advisory (plan) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $560,227 |
| First County Bank Savings Plan | First County Bank | $39,719,193 | 263 | $0 |
| Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing PLArecordkeeper | Fortune Metal Group | $17,457,747 | 135 | $40,221 |
| Basware Inc 401(k) Profit Sharing Plan & Trust | Basware | $15,928,753 | 144 | $34,291 |
| East Side Service Center Inc 401(k) Profit Sharing Plan & Trust | East Side Service Center | $15,273,951 | 207 | $22,043 |
| Emprise Corporation 401(k) Profit Sharing Planrecordkeeper | Emprise | $13,723,498 | 184 | $31,773 |
| Pawling Corporation 401(k) Profit Sharing Plan & Trust | Pawling | $12,228,851 | 117 | $23,314 |
| Budderfly, Inc. 401(k) Profit Sharing Plan and Trust | Budderfly | $9,330,911 | 353 | $14,452 |
| TM3 Systems Inc 401(k) Profit Sharing Plan & Trust | TM3 Systems | $9,102,345 | 245 | $17,459 |
| Clinton Nurseries Inc 401(k) Profit Sharing Plan & Trust | Clinton Nurseries | $8,411,306 | 126 | $14,435 |
| System Logistics Corporation 401(k) Profit Sharing Plan & Trust | System Logistics | $7,690,387 | 205 | $24,267 |
| Track-pigeon Forge Ltd PTR 401(k) Profit Sharing Plan & Trust | Track-pigeon Forge Ltd PTR | $7,615,830 | 126 | $9,931 |
| New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust | New Restoration and Recovery S | $5,372,214 | 264 | $11,553 |
| Cell Staff LLC 401(k) Profit Sharing Plan & Trust | Cell Staff | $5,071,737 | 274 | $11,071 |
| Lake Norman Security Patrol in 401(k) Profit Sharing Plan & Trust | Lake Norman Security Patrol in | $3,712,067 | 225 | $14,543 |
| Smart Metals Recycling LLC 401(k) Profit Sharing Plan & Trust | Smart Metals Recycling | $3,635,471 | 248 | $15,227 |
| Sensei Wellness Holdings Inc 401(k) Profit Sharing Plan & Trust | Sensei Wellness Holdings | $3,410,025 | 215 | $12,956 |
| Keer America Corporation 401(k) Planrecordkeeper | Keer America | $1,678,380 | 119 | $7,415 |
| Atticus Corporate 401(k) Profit Sharing Plan & Trust | Atticus Franchise Group | $893,215 | 175 | $7,198 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.