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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ellsworth Cooperative Creamery Ellsworth Cooperative Creamery Retirement Savings Plan · all filings	ELLSWORTH, WI	Advisor / Consultant	242	$13.9M	$38K	$0
Alula, LLC Alula/Uplink 401(k) Plan · all filings	SAINT PAUL, MN	Advisor / Consultant	81	$12.3M	$26K	$0
Ellsworth Cooperative Creamery Ellsworth Cooperative Creamery Retirement Savings Plan · all filings	ELLSWORTH, WI	Advisor / Consultant	240	$11.2M	$37K	$0
Alula, LLC Alula 401(k) Plan · all filings	SAINT PAUL, MN	Advisor / Consultant	86	$10.3M	$26K	$0
Ellsworth Cooperative Creamery Ellsworth Cooperative Creamery Retirement Savings Plan · all filings	ELLSWORTH, WI	Advisor / Consultant	231	$9.1M	$30K	$0
Alula, LLC Alula 401(k) Plan · all filings	SAINT PAUL, MN	Advisor / Consultant	102	$8.1M	$25K	$0