# Excela Health 401(k) Plan
Source: https://planprovider.pro/companies/excela-health-401k-plan

> Excela Health's 401(k) plan: 1,200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$87,786|$21,574|—|—|—|

| 2023|$80,950|$18,906|—|—|—|

| 2022|$100,830|$16,833|—|—|—|

## Similar Plans

- [Community Behavioral Health](https://planprovider.pro/companies/community-behavioral-health-403b-plan) — 588 participants

- [Delaware Valley Community Health, INC.](https://planprovider.pro/companies/delaware-valley-community-health-inc-401k-plan) — 356 participants

- [Integrated Medical Group, P.C.](https://planprovider.pro/companies/integrated-medical-group-p-c-plan-001) — 244 participants

- [T.W. Ponessa & Associates Counseling Services, INC.](https://planprovider.pro/companies/t-w-ponessa-associates-counseling-services-inc-401k-plan) — 241 participants

- [Quartet Mso, LLC](https://planprovider.pro/companies/quartet-mso-llc-401k-plan) — 173 participants

- [Signallamp Health, INC.](https://planprovider.pro/companies/signallamp-health-inc-401k-plan) — 167 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/excela-health-401k-plan)

© 2026 PlanProvider.Pro