Plan Snapshot
- Plan Sponsor: Advisors Excel, LLC (EIN 202111111)
- Plan Type: 401(k)
- Total Participants: 995
- Total Assets: $73.8M
- Sponsor State: KS
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 995 | $73.8M | $3.1M | $6.4M |
| 2023 | 937 | $60.2M | $2.7M | $5.6M |
| 2022 | 840 | $45.7M | $2.5M | $4.8M |
Service Providers
- FORVIS MAZARS, LLP — Accountant / Independent Qualified Public Accountant