Excel Wealth Mgment

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

169

Total plan assets

$2.7M

Filings (rows)

Direct comp

$9K

Indirect comp

Showing only "EXCEL WEALTH MGMENT"

View all 3 variants aggregated →

EXCEL WEALTH MANAGEMENT62 EXCEL WEALTH MANAGMENT1 EXCEL WEALTH MGMENT1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
New Restoration and Recovery S New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust · all filings	DURHAM, NC	Advisor / Consultant	169	$2.7M	$9K	$0