# Advisors Excel, LLC 401(k) Plan
Source: https://planprovider.pro/companies/advisors-excel-llc-401k-plan

> Advisors Excel, LLC's 401(k) plan: 995 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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