Excel Securities

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

1,327

Total plan assets

$53.5M

Filings (rows)

Direct comp

$101K

Indirect comp

$55K

Aggregating 2 name variants under "EXCEL SECURITIES"

Click a variant to view it alone

EXCEL SECURITIES & ASSOC5 EXCEL SECURITIES & ASSOCIATES2

SERVICES PROVIDED

Other service providers5

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Premium Mortgage Corporation Premium Mortgage Corporation 401(k) Plan · all filings	ROCHESTER, NY	Other service providers	194	$12.9M	$40K	$0
Premium Mortgage Corporation Premium Mortgage Corporation 401(k) Plan · all filings	ROCHESTER, NY	Other service providers	205	$11.0M	$16K	$0
Environmental Management Service Environmental Management Services 401(k) Profit Sharing P · all filings	PLAIN CITY, OH	Other service providers	308	$6.9M	$16K	$0
Victorian Finance, LLC Victorian Finance, LLC 401(k) P/S Plan · all filings	PITTSBURGH, PA	Advisor / Consultant	111	$6.4M	$0	$32K
Victorian Finance, LLC Victorian Finance, LLC 401(k) P/S Plan · all filings	PITTSBURGH, PA	Advisor / Consultant	63	$6.3M	$0	$23K
Environmental Management Service Environmental Management Services 401(k) Profit Sharing P · all filings	PLAIN CITY, OH	Other service providers	269	$5.8M	$12K	$0
Environmental Management Service Environmental Management Services 401(k) Profit Sharing P · all filings	PLAIN CITY, OH	Other service providers	177	$4.2M	$18K	$0