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

Other1

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
JETTY UNITED JETTY UNITED 401(K) PLAN	CORPUS CHRISTI, TX	Advisor / Consultant ADVISOR	229	$7.0M	$12K
JETTY UNITED JETTY UNITED 401(K) PLAN	CORPUS CHRISTI, TX	Advisor / Consultant ADVISOR	229	$7.0M	$12K
KDCPR, LLC KDCPR RETIREMENT PLAN & TRUST	CORPUS CHRISTI, TX