# Excel Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/excel-services-inc-401k-plan

> Excel Services, INC.'s 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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