Xception Advisory Group

EIN 47-1287637investment bankingLatest filing 2024

Plans

Retirement

$754K assets

Welfare

Participants

5460 AMBERFIELD DR. - NORCOSS, GA 30092404-547-0223xceptionadvisorygroup.comLinkedIn1-10 employeesinvestment banking

Plans on this EIN

1 filing

#001401(k)-$754K - 7 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.

Retirement#001

XCEPTION ADVISORY GROUP 401(K) PLAN

401(k)

Assets$754K

Participants7

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	XCEPTION ADVISORY GROUP 401(K) PLAN	401(k)	$754K	7	2024

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio