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EXCEL FINANCIAL GROUP LLC

EIN 04-3762766-Real Estate and Rental and Leasing-Latest filing 2025
Plans
1
Retirement
1
$291K assets
Welfare
0
Participants
4
123 N COLLEGE AVE #230 - FORT COLLINS, CO 805242489970-567-0023
Plans on this EIN
1 filing
#001401k-$291K - 4 part

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Retirement#001

EXCEL FINANCIAL GROUP RETIREMENT TRUST

401k

Assets$291K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXCEL FINANCIAL GROUP RETIREMENT TRUST401k$291K42025
Retirement plans
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