Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXCELL RESEARCH, INC.
EIN 20-1485271Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
36
3998 VISTA WAY, SUITE 100 - OCEANSIDE, CA 920564500760-758-2222
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EXCELL RESEARCH, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$5.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
EXCELL RESEARCH, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$2.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXCELL RESEARCH, INC. CASH BALANCE PENSION PLAN | CashBalance | $5.3M | 20 | 2025 | |
| 001 | EXCELL RESEARCH, INC. PROFIT SHARING 401(K) PLAN | 401k | $2.2M | 16 | 2025 |
Retirement plans