Excel Securities & Associates

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

174

Total plan assets

$12.8M

Filings (rows)

Direct comp

Indirect comp

$55K

Showing only "EXCEL SECURITIES & ASSOCIATES"

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EXCEL SECURITIES & ASSOC5 EXCEL SECURITIES & ASSOCIATES2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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