# Excella, INC. 401(k) Plan
Source: https://planprovider.pro/companies/excella-inc-401k-plan

> Excella, INC.'s 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SC&H ATTEST SERVICES](https://planprovider.pro/provider/scandh-attest-services-pc) — 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|—|—|—|

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