Plan Snapshot
- Plan Sponsor: Excela Health
- Sponsor EIN: 251471089
- Sponsor Address: 532 W. PITTSBURGH STREET, GREENSBURG, PA, 15061
- Plan Type: DB
- Total Participants: 402
- Total Assets: $120.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 402 | $120.5M | $4.3M | $0 |
| 2023 | 451 | $121.5M | $4.7M | $0 |
| 2022 | 495 | $117.7M | $1.5M | $0 |
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 — 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 | $1,585,380 | $309,996 | — | — | — |
| 2023 | $1,499,804 | $328,859 | — | $3,600 | — |
| 2022 | $1,627,714 | $363,542 | — | — | — |