Excalibur Financial Group

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

6,773

Total plan assets

$82.3M

Filings (rows)

Direct comp

$855K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Other service providers2

Broker2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Eye Health America, LLC Eye Health America 401(k) Plan · all filings	EASLEY, SC	Advisor / Consultant	1,186	$45.3M	$54K	$0
Eye Health America, LLC Eye Health America 401(k) Plan · all filings	EASLEY, SC	Advisor / Consultant	1,100	$37.0M	$86K	$0
Memorial Motors, Inc. Memorial Motors Welfare Benefit Plan · all filings	LAKELAND, FL	Other service providers	2,239	—	$347K	$0
Credit Union West Credit Union West Flexible Benefit Plan · all filings	GLENDALE, AZ	Broker	220	—	$59K	$0
Salvo Technologies Inc. Salvo Medical Plan · all filings	LARGO, FL	Broker	0	—	$70K	$0
Memorial Motors, Inc. Memorial Motors Welfare Benefit Plan · all filings	LAKELAND, FL	Other service providers	2,028	—	$240K	$0