Plan Snapshot
- Plan Sponsor: Advisors Excel, LLC
- Sponsor EIN: 202111111
- Sponsor Address: 2950 SW MCCLURE ROAD, TOPEKA, KS, 66614
- Plan Type: 401(k)
- Total Participants: 995
- Total Assets: $73.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 995 | $73.8M | $3.1M | $6.4M |
| 2023 | 937 | $60.2M | $2.7M | $5.6M |
| 2022 | 840 | $45.7M | $2.5M | $4.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $199,747 | $57,908 | — | — | — |
| 2023 | $198,244 | $50,170 | — | — | — |
| 2022 | $201,203 | $53,530 | $147,673 | — | — |