Plan Snapshot
- Plan Sponsor: Excel Services, INC.
- Sponsor EIN: 204339280
- Sponsor Address: 11225 BLUEGRASS PKWY, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 247 | $5.1M | $307,594 | $596,043 |
| 2023 | 204 | $4.2M | $280,208 | $530,682 |
| 2022 | 176 | $3.1M | $356,832 | $322,144 |
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 |
|---|---|---|---|---|
| DEMING, MALONE, LIVESAY & OSTROFF | Auditor | — | — | $0 |
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 | $39,296 | — | $39,296 | — | — |
| 2023 | $19,588 | — | $19,588 | — | — |
| 2022 | $25,947 | $539 | $25,358 | — | $50 |