Excel Securities & Assoc

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

1,153

Total plan assets

$40.8M

Filings (rows)

Direct comp

$101K

Indirect comp

Showing only "EXCEL SECURITIES & ASSOC"

View all 2 variants aggregated →

EXCEL SECURITIES & ASSOC5 EXCEL SECURITIES & ASSOCIATES2

SERVICES PROVIDED

Other service providers5

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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
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