Excel Wealth Managment

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

160

Total plan assets

$63.1M

Filings (rows)

Direct comp

Indirect comp

$174K

Showing only "EXCEL WEALTH MANAGMENT"

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EXCEL WEALTH MANAGEMENT62 EXCEL WEALTH MANAGMENT1 EXCEL WEALTH MGMENT1

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
First County Bank Retirement Plan of First County Bank · all filings	STAMFORD, CT	Other service providers	160	$63.1M	$0	$174K