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PACIFIC EXCEL WEALTH ADVISORS, INC.

EIN 46-3269244-financial services-Latest filing 2025
Plans
1
Retirement
1
$469K assets
Welfare
0
Participants
4
925 YGNACIO VALLEY RD. STE. 200 - WALNUT CREEK, CA 94596925-464-7445pacificexcel.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$469K - 4 part

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Retirement#001

PACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$469K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC EXCEL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN401k$469K42025
Retirement plans
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