# Excelsior Academy 403(b) Plan
Source: https://planprovider.pro/companies/excelsior-academy-260806243-001

> Excelsior Academy's 403(b) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Excelsior Academy

- **Sponsor EIN:** 260806243

- **Sponsor Address:** 124 EAST ERDA WAY, ERDA, UT, 84074

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 148

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|148|$6.3M|$471,906|$341,255|

| 2023|130|$5.0M|$449,651|$318,080|

| 2022|134|$3.8M|$406,146|$289,338|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|Recordkeeper|$36,180|—|$36,180|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$19,614|—|$19,614|

| EMPOWER ADVISORY GROUP. LLC|Investment Advisor|$5,839|—|$5,839|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,633

- **Estimated Expense Ratio:** 0.975% 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|$64,277|—|$1,360|—|—|

| 2023|$50,449|—|—|—|—|

| 2022|$39,685|—|—|—|—|

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