Plan Snapshot
- Plan Sponsor: Excela Health
- Sponsor EIN: 251471089
- Sponsor Address: 532 W. PITTSBURGH STREET, GREENSBURG, PA, 15601
- Plan Type: 403(b)
- Total Participants: 3,712
- Total Assets: $364.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 3,712 | $364.9M | $6.9M | $15.0M |
| 2023 | 3,857 | $337.9M | $6.7M | $14.9M |
| 2022 | 4,076 | $301.0M | $6.8M | $15.0M |
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 | $232,668 | — | $232,668 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $54,123 | — | $54,123 |
| CAPITAL STRATEGIES INVESTMENT GROUP | Investment Advisor | $12,500 | — | $12,500 |
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: $299,291
- Estimated Expense Ratio: 0.082% 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 | $302,327 | $54,123 | $4,836 | — | — |
| 2023 | $280,439 | $44,551 | $4,036 | — | — |
| 2022 | $322,552 | $42,010 | $4,265 | — | — |