Sponsor portfolio
PERFORMANCE EXCELLENCE PARTNERS
EIN 54-2002104management consultingLatest filing 2025
Plans
1
Retirement
1
$606K assets
Welfare
0
Participants
28
21241 HILLSDALE LANE - HUNTINGTON BEACH, CA 92646714-459-3564performexcel.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
1 filingPlan 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 plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERFORMANCE EXCELLENCE PARTNERS LLC 401K PLAN | 401k | $606K | 28 | 2025 |
Retirement plans