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"

View all 2 variants aggregated →

EXCEL SECURITIES & ASSOC5 EXCEL SECURITIES & ASSOCIATES2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
VICTORIAN FINANCE, LLC VICTORIAN FINANCE, LLC 401(K) P/S PLAN	PITTSBURGH, PA	Advisor / Consultant	111	$6.4M	$0	$32K
VICTORIAN FINANCE, LLC VICTORIAN FINANCE, LLC 401(K) P/S PLAN	PITTSBURGH, PA	Advisor / Consultant	63