Plan Snapshot
- Plan Sponsor: Excell Marketing, L.C.
- Sponsor EIN: 421444611
- Sponsor Address: PO BOX 1297, DES MOINES, IA, 503051297
- Plan Type: 401(k)
- Total Participants: 489
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 489 | $29.6M | $713,690 | $1.6M |
| 2023 | 433 | $28.0M | $674,903 | $1.4M |
| 2022 | 347 | $23.9M | $675,046 | $1.2M |
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 |
|---|---|---|---|---|
| DENMAN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN & COMPANY — 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 | $9,050 | — | $9,050 | — | — |
| 2023 | $6,882 | — | $6,882 | — | — |
| 2022 | $6,532 | — | $6,532 | — | — |