Plan Snapshot
- Plan Sponsor: Excelin Home Health, LLC
- Sponsor EIN: 822584489
- Sponsor Address: 113 N MAIN, HALLETTSVILLE, TX, 779642722
- Plan Type: 401(k)
- Total Participants: 786
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 786 | $10.5M | $555,775 | $1.3M |
| 2023 | 1,065 | $7.6M | $497,461 | $1.2M |
| 2022 | 683 | $5.6M | $427,687 | $1.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $72,978 | $7,203 | $65,775 | — | — |
| 2023 | $54,928 | — | $54,928 | — | — |
| 2022 | $46,493 | — | $46,493 | — | — |