EXCEL WEALTH MANAGEMENT, LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22+1 YoYRank #695 of mapped providers
Assets under administration$2.0B0.0%Market share · rank #3047
Fees received$1MMedian $19,751/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical EXCEL WEALTH MANAGEMENT, LLC plan look like?
Service mix · median fees per plan
Count of plans where EXCEL WEALTH MANAGEMENT, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants)Code 26 | 16 | $16,343 | |
Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 15 | 3 | $31,773 | |
Other fees; Investment advisory (plan)Code 27 | 3 | $78,394 |
Competitor overlap
Percent of EXCEL WEALTH MANAGEMENT, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under EXCEL WEALTH MANAGEMENT, LLC.
| Sponsor | From | Assets |
|---|---|---|
ATTICUS FRANCHISE GROUP LLCGA · 474423569-001 | (new plan) | $893,215 |
Plans lost in 2024
Appeared last year under EXCEL WEALTH MANAGEMENT, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $560,227 | 3y | 2 |
FIRST COUNTY BANKCT · 060547190-001 | $76M | 246 | $149,712 | 3y | - |
FIRST COUNTY BANKCT · 060547190-002 | $40M | 266 | $78,394 | 3y | 1 |
FORTUNE METAL GROUP INC.NJ · 050502730-001 | $17M | 320 | $40,221 | 6y | 1 |
BASWARE INCSC · 980383758-001 | $16M | 151 | $34,291 | 6y | 1 |
EAST SIDE SERVICE CENTER INCRI · 050383724-001 | $15M | 523 | $22,043 | 6y | - |
ELLSWORTH COOPERATIVE CREAMERYWI · 390262200-002 | $14M | 291 | $37,844 | 10y | 1 |
EMPRISE CORPORATIONCT · 311257326-001 | $14M | 207 | $31,773 | 4y | - |
ALULA, LLCMN · 461009973-001 | $12M | 127 | $26,384 | 5y | - |
PAWLING CORPORATIONNY · 141277239-003 | $12M | 118 | $23,314 | 5y | - |
Flag exposure
77.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into EXCEL WEALTH MANAGEMENT, LLC.
- EXCEL FINANCIAL
- EXCEL MECHANICAL SERVICES
- EXCEL WEALTH MANAGEMENT LLC
- EXCEL WEALTH MANAGEMENT, LLC
- EXCEL WEALTH MANAGMENT
- EXCEL WEALTH MANAGMENT, LLC
- EXCEL WEALTH MGMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for EXCEL WEALTH MANAGEMENT, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 4 | 18.18% | 26.94% | -8.76 pp |
| Late contributions | 3 | 13.64% | 1.71% | +11.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 27.27% | 1.76% | +25.51 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with EXCEL WEALTH MANAGEMENT, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent