Matt Beier signed Advisors Excel, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advisors Excel, LLC's EIN is 20-2111111.
Download the official 2024 Form 5500 (PDF) for Advisors Excel, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advisors Excel, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $148K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $58K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund 559,520.082 | Mutual Funds | — | — | $11.7M | 15.8% | |
| American Funds 2040 Target Date Retirement Fund 494,676.544 | Mutual Funds | — | — | $10.2M | 13.8% | |
| American Funds 2045 Target Date Retirement Fund 432,464.912 | Mutual Funds | — | — | $9.2M | 12.4% | |
| American Funds 2055 Target Date Retirement Fund 321,983.962 | Mutual Funds | — | — | $8.5M | 11.5% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $7.6M | 10.2% | |
| American Funds 2035 Target Date Retirement Fund 234,445.736 | Mutual Funds | — | — | $4.5M | 6.0% | |
| American Funds 2060 Target Date Retirement Fund 236,386.175 | Mutual Funds | — | — | $4.2M | 5.7% | |
| American Funds 2030 Target Date Retirement Fund 177,815.946 | Mutual Funds | — | — | $3.1M | 4.2% | |
| Federated Hermes MDT Large Cap Growth Fund 68,475.763 | Other securities | — | — | $2.5M | 3.4% | |
| Fidelity Mid Cap Index Fund 66,881.342 | Common Collective Trusts | — | — | $2.3M | 3.1% | |
| Fidelity Small Cap Index Fund 67,470.473 | Common Collective Trusts | — | — | $1.9M | 2.5% | |
| American Funds 2065 Target Date Retirement Fund 87,396.912 | Mutual Funds | — | — | $1.5M | 2.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| American Funds 2025 Target Date Retirement Fund 61,019.509 | Mutual Funds | — | — | $927K | 1.3% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $594K | 0.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares 34,226.358 | Common Collective Trusts | — | — | $526K | 0.7% | |
| T Rowe Price Value Fund I 11,683.914 | Mutual Funds | — | — | $519K | 0.7% | |
| American Funds EuroPacific Growth Fund 9,221.051 | Mutual Funds | — | — | $495K | 0.7% | |
| American Century Small Cap Value Fund 43,795.860 | Other securities | — | — | $462K | 0.6% | |
| John Hancock Funds Disciplined Value Mid Cap Fund 15,825.215 | Other securities | — | — | $426K | 0.6% | |
| Janus Henderson Triton Fund 10,348.179 | Mutual Funds | — | — | $285K | 0.4% | |
| Empower T Rowe Price Mid Cap Growth Fund 38,992.723 | Mutual Funds | — | — | $207K | 0.3% | |
| PIMCO Income Fund 15,343.763 | Mutual Funds | — | — | $161K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund 2,369.171 | Mutual Funds | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
