Plan Snapshot
- Plan Sponsor: Excela Health
- Sponsor EIN: 251471089
- Sponsor Address: 443 WEST PITTSBURGH ST., GREENSBURG, PA, 15601
- Plan Type: 401(k)
- Total Participants: 1,200
- Total Assets: $169.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,200 | $169.6M | $4.5M | $9.7M |
| 2023 | 1,049 | $148.7M | $4.2M | $9.1M |
| 2022 | 1,065 | $122.5M | $4.1M | $9.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $59,962 | — | $59,962 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $21,574 | — | $21,574 |
| CAPITAL STRATEGIES INVESTMENT GROU | Other Service Provider | $6,250 | — | $6,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,786
- Estimated Expense Ratio: 0.052% of plan assets
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 | $87,786 | $21,574 | — | — | — |
| 2023 | $80,950 | $18,906 | — | — | — |
| 2022 | $100,830 | $16,833 | — | — | — |