Benefitexcel Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

600

Total plan assets

$21.6M

Filings (rows)

Direct comp

$24K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Jetty United Jetty United 401(k) Plan · all filings	CORPUS CHRISTI, TX	Advisor / Consultant	229	$7.0M	$12K	$0
Jetty United Jetty United 401(k) Plan · all filings	CORPUS CHRISTI, TX	Advisor / Consultant	229	$7.0M	$12K	$0
Kdcpr, LLC Kdcpr Retirement Plan & Trust · all filings	CORPUS CHRISTI, TX	Advisor / Consultant	106	$6.1M	$395	$0
Goodwill of South Texas Goodwill of South Texas 403(b) Retirement Plan · all filings	CORPUS CHRISTI, TX	Investment manager	36	$1.5M	$0	$0