Plan Snapshot
- Plan Sponsor: Excella, INC.
- Sponsor EIN: 542062249
- Sponsor Address: 2300 WILSON BLVD, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $47.3M
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 | 330 | $47.3M | $1.3M | $4.1M |
| 2023 | 296 | $36.3M | $1.1M | $3.7M |
| 2022 | 285 | $27.5M | $828,846 | $3.0M |
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 |
|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | ADVISOR | $79,001 | — | $79,001 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,775 | — | $39,775 |
| SC&H ATTEST SERVICES | ACCOUNTANT/AUDITOR | $15,900 | — | $15,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SC&H ATTEST SERVICES — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,676
- Estimated Expense Ratio: 0.285% 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 | $134,770 | $79,095 | — | $15,900 | — |
| 2023 | $118,691 | $74,325 | — | $14,725 | — |
| 2022 | $123,333 | $61 | — | — | — |