Stable plan record

EXENCIAL WEALTH ADVISORS 401(K) PLAN

Sponsored by EXENCIAL WEALTH ADVISORS · EIN/PN 473558396-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2024
$4,025
Plan-paid administrative expenses per participant
2024
$176
Active participants
2024
115
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251013141853NAL0000701491001115$4,025
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.