Pacific Excel Wealth Advisors, Inc. 401(k) Plan

The Pacific Excel Wealth Advisors, Inc. 401(k) on its latest Form 5500

Pacific Excel Wealth Advisors, Inc. (EIN 46-3269244) reports PACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $352K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Pacific Excel Wealth Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Pacific Excel Wealth Advisors, Inc. 401(k)?

Pacific Excel Wealth Advisors, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Pacific Excel Wealth Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Pacific Excel Wealth Advisors, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Pacific Excel Wealth Advisors, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).