EXCEL WEALTH
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
64
Active participants
1,453,866
Total plan assets
$4.0B
Filings (rows)
64
Direct comp
$1.7M
Indirect comp
$730K
Aggregating 3 name variants under "EXCEL WEALTH"
SERVICES PROVIDED
Advisor / Consultant52
Other12
Top plans served
All 64 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $560K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 503,539 | $1.1B | $248K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 316,905 | $433.9M | $58K |
| FIRST COUNTY BANK RETIREMENT PLAN OF FIRST COUNTY BANK | STAMFORD, CT | Advisor / Consultant INVESTMENT ADVISORY | 126 | $76.0M | $0 |
| FIRST COUNTY BANK RETIREMENT PLAN OF FIRST COUNTY BANK | STAMFORD, CT | Advisor / Consultant INVESTMENT ADVISORY | 134 | $70.5M | $0 |
| FIRST COUNTY BANK RETIREMENT PLAN OF FIRST COUNTY BANK | STAMFORD, CT | Other NONE | 160 | $63.1M | $0 |
| PORTFOLIO ADVISORS LLC PORTFOLIO ADVISORS LLC 401(K) PROFIT SHARING PLAN | DARIEN, CT | Other INVESTMENT/FINANCIAL ADVI | 120 | $46.8M | $25K |
| FIRST COUNTY BANK FIRST COUNTY BANK SAVINGS PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT ADVISORY | 189 | $39.7M | $0 |
| FIRST COUNTY BANK FIRST COUNTY BANK SAVINGS PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT ADVISORY | 191 | $37.1M | $0 |
| FIRST COUNTY BANK FIRST COUNTY BANK SAVINGS PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT ADVISORY | 211 | $31.0M | $0 |
| FORTUNE METAL GROUP INC. FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA | RAHWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 267 | $17.5M | $40K |
| BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST | FORT MILL, SC | Advisor / Consultant ADVISOR | 86 | $15.9M | $34K |
| EAST SIDE SERVICE CENTER INC EAST SIDE SERVICE CENTER INC 401(K) PROFIT SHARING PLAN & TRUST | LINCOLN, RI | Advisor / Consultant ADVISOR | 486 | $15.3M | $22K |
| FORTUNE METAL GROUP INC. FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA | RAHWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 288 | $14.4M | $37K |
| EMPRISE CORPORATION EMPRISE CORPORATION 401(K) PROFIT SHARING PLAN | LEDYARD, CT | Other INVESTMENT/FINANCIAL ADVI | 165 | $13.7M | $32K |
| BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST | FORT MILL, SC | Advisor / Consultant ADVISOR | 84 | $13.2M | $31K |
| EAST SIDE SERVICE CENTER INC EAST SIDE SERVICE CENTER INC 401(K) PROFIT SHARING PLAN & TRUST | LINCOLN, RI | Advisor / Consultant ADVISOR | 410 | $12.7M | $17K |
| PAWLING CORPORATION PAWLING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WASSAIC, NY | Advisor / Consultant ADVISOR | 79 | $12.2M | $23K |
| BASWARE INC BASWARE INC 401(K) PROFIT SHARING PLAN & TRUST | FORT MILL, SC | Advisor / Consultant ADVISOR | 103 | $11.9M | $31K |
| EMPRISE CORPORATION EMPRISE CORPORATION 401(K) PROFIT SHARING PLAN | LEDYARD, CT | Other INVESTMENT/FINANCIAL ADVI | 167 | $11.5M | $23K |
| FORTUNE METAL GROUP INC. FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA | RAHWAY, NJ | Other INVESTMENT/FINANCIAL ADVI | 262 | $10.9M | $34K |
| PAWLING CORPORATION PAWLING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WASSAIC, NY | Advisor / Consultant ADVISOR | 77 | $10.5M | $19K |
| EAST SIDE SERVICE CENTER INC EAST SIDE SERVICE CENTER INC 401(K) PROFIT SHARING PLAN & TRUST | LINCOLN, RI | Advisor / Consultant ADVISOR | 379 | $10.4M | $18K |
| TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL, CT | Advisor / Consultant ADVISOR | 167 | $9.1M | $17K |
| PAWLING CORPORATION PAWLING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WASSAIC, NY | Advisor / Consultant ADVISOR | 77 | $9.0M | $20K |
| TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL, CT | Advisor / Consultant ADVISOR | 226 | $8.6M | $14K |
| CLINTON NURSERIES INC CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN & TRUST | WESTBROOK, CT | Advisor / Consultant ADVISOR | 135 | $8.4M | $14K |
| EMPRISE CORPORATION EMPRISE CORPORATION 401(K) PROFIT SHARING PLAN | LEDYARD, CT | Other INVESTMENT/FINANCIAL ADVI | 150 | $7.8M | $18K |
| SYSTEM LOGISTICS CORPORATION SYSTEM LOGISTICS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARDEN, NC | Advisor / Consultant ADVISOR | 232 | $7.7M | $24K |
| TRACK-PIGEON FORGE LTD PTR TRACK-PIGEON FORGE LTD PTR 401(K) PROFIT SHARING PLAN & TRUST | PIGEON FORGE, TN | Advisor / Consultant ADVISOR | 125 | $7.6M | $10K |
| MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 76 | $7.3M | $13K |
| CLINTON NURSERIES INC CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN & TRUST | WESTBROOK, CT | Advisor / Consultant ADVISOR | 140 | $7.1M | $12K |
| TM3 STYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL, CT | Advisor / Consultant ADVISOR | 226 | $6.9M | $14K |
| TRACK-PIGEON FORGE LTD PTR TRACK-PIGEON FORGE LTD PTR 401(K) PROFIT SHARING PLAN & TRUST | PIGEON FORGE, TN | Advisor / Consultant ADVISOR | 101 | $6.6M | $10K |
| TRACK-PIGEON FORGE LTD PTR TRACK-PIGEON FORGE LTD PTR 401(K) PROFIT SHARING PLAN & TRUST | PIGEON FORGE, TN | Advisor / Consultant ADVISOR | 110 | $6.5M | $7K |
| MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 92 | $5.9M | $12K |
| CLINTON NURSERIES INC CLINTON NURSERIES INC 401(K) PROFIT SHARING PLAN & TRUST | WESTBROOK, CT | Advisor / Consultant ADVISOR | 144 | $5.9M | $12K |
| SYSTEM LOGISTICS CORPORATION SYSTEM LOGISTICS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARDEN, NC | Advisor / Consultant ADVISOR | 202 | $5.5M | $18K |
| NEW RESTORATION AND RECOVERY S NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST | MORRISVILLE, NC | Advisor / Consultant ADVISOR | 207 | $5.4M | $12K |
| MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 93 | $5.3M | $10K |
| CELL STAFF LLC CELL STAFF LLC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA, FL | Advisor / Consultant ADVISOR | 226 | $5.1M | $11K |
| FERLAND CORPORATION FERLAND CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | PAWTUCKET, RI | Advisor / Consultant ADVISOR | 79 | $4.4M | $14K |
| NEW RESTORATION AND RECOVERY S NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST | MORRISVILLE, NC | Advisor / Consultant ADVISOR | 197 | $4.1M | $8K |
| SYSTEM LOGISTICS CORP SYSTEM LOGISTICS CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARDEN, NC | Advisor / Consultant ADVISOR | 171 | $3.9M | $9K |
| LAKE NORMAN SECURITY PATROL IN LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE, NC | Advisor / Consultant ADVISOR | 215 | $3.7M | $15K |
| SMART METALS RECYCLING LLC SMART METALS RECYCLING LLC 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE, NC | Advisor / Consultant ADVISOR | 214 | $3.6M | $15K |
| CELL STAFF LLC CELL STAFF LLC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA, FL | Advisor / Consultant ADVISOR | 210 | $3.4M | $5K |
| SENSEI WELLNESS HOLDINGS INC SENSEI WELLNESS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SANTA MONICA, CA | Advisor / Consultant ADVISOR | 208 | $3.4M | $13K |
| T COPELAND AND SONS T COPELAND & SONS 401(K) PROFIT SHARING PLAN & TRUST | BRADFORD, VT | Advisor / Consultant ADVISOR | 93 | $3.1M | $8K |
| LAKE NORMAN SECURITY PATROL IN LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE, NC | Advisor / Consultant ADVISOR | 185 | $2.8M | $11K |
| NEW RESTORATION AND RECOVERY S NEW RESTORATION AND RECOVERY S 401(K) PROFIT SHARING PLAN & TRUST | DURHAM, NC | Advisor / Consultant ADVISOR | 169 | $2.7M | $9K |
| SMART METALS RECYCLING LLC SMART METALS RECYCLING LLC 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE, NC | Advisor / Consultant FINANCIAL ADVISOR | 134 | $2.5M | $6K |
| LOGO SPORTSWEAR INC LOGO SPORTSWEAR INC 401(K) PLAN | WALLINGFORD, CT | Other INVESTMENT/FINANCIAL ADVI | 128 | $2.3M | $8K |
| SENSEI WELLNESS HOLDINGS INC SENSEI WELLNESS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SANTA MONICA, CA | Advisor / Consultant ADVISOR | 245 | $2.3M | $7K |
| GEO OWL LLC GEO OWL LLC 401(K) PROFIT SHARING PLAN & TRUST | WILMINGTON, NC | Advisor / Consultant ADVISOR | 79 | $2.1M | $21K |
| LAKE NORMAN SECURITY PATROL IN LAKE NORMAN SECURITY PATROL IN 401(K) PROFIT SHARING PLAN & TRUST | STATESVILLE, NC | Advisor / Consultant ADVISOR | 172 | $2.1M | $11K |
| ROBLING MEDICAL INC ROBLING MEDICAL INC 401(K) PROFIT SHARING PLAN & TRUST | YOUNGSVILLE, NC | Advisor / Consultant ADVISOR | 180 | $1.8M | $7K |
| KEER AMERICA CORPORATION KEER AMERICA CORPORATION 401(K) PLAN | INDIAN LAND, SC | Other INVESTMENT/FINANCIAL ADVI | 313 | $1.7M | $7K |
| KEER AMERICA CORPORATION KEER AMERICA CORPORATION 401(K) PLAN | INDIAN LAND, SC | Other INVESTMENT/FINANCIAL ADVI | 278 | $1.5M | $7K |
| WEBILENT TECHNOLOGY INC WEBILENT TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST | GRAPEVINE, TX | Advisor / Consultant ADVISOR | 150 | $1.4M | $7K |
| KEER AMERICA CORPORATION KEER AMERICA CORPORATION 401(K) PLAN | INDIAN LAND, SC | Other INVESTMENT/FINANCIAL ADVI | 247 | $1.2M | $6K |
| ATTICUS FRANCHISE GROUP LLC ATTICUS CORPORATE 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Advisor / Consultant ADVISOR | 1,324 | $893K | $7K |
| 63 MAIN LLC 63 MAIN LLC 401K PROFIT SHARING PLAN & TRUST | ESSEX, CT | Advisor / Consultant ADVISOR | 14 | $423 | $0 |
| AUSTIN GRAHAM CRUCIAL INVESTIGATIVE SOLUTION 401 (K) PROFIT SHARING & TRUST | NEW SMYRNA BEACH, FL | Advisor / Consultant ADVISOR | 1 | — | $0 |