EXCEL FINANCIAL

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

982

Total plan assets

$64.9M

Filings (rows)

Direct comp

$182K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant6

Top plans served

All 6 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN	ELLSWORTH, WI	Advisor / Consultant ADVISOR	242	$13.9M	$38K
ALULA, LLC ALULA/UPLINK 401(K) PLAN	SAINT PAUL, MN	Advisor / Consultant ADVISOR	81	$12.3M	$26K
ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN