# Excelitas Technologies 401(k) Plan
Source: https://planprovider.pro/companies/excelitas-technologies-401k-plan

> Excelitas Technologies's 401(k) plan: 1,037 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Excelitas Technologies

- **Sponsor EIN:** 611624649

- **Sponsor Address:** 1 FORTUNE DRIVE, BILLERICA, MA, 01821

- **Plan Type:** 401(k)

- **Total Participants:** 1,037

- **Total Assets:** $173.7M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,037|$173.7M|$4.8M|$9.4M|

| 2023|899|$137.4M|$4.3M|$7.9M|

| 2022|972|$113.9M|$4.2M|$7.4M|

## 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|

| G.T. REILLY|Auditor|$10,300|—|$10,300|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,300

- **Estimated Expense Ratio:** 0.006% 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|$172,017|$120,000|—|$10,300|—|

| 2023|$183,050|$120,000|$300|$7,900|—|

| 2022|$199,428|—|—|—|—|

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