# Excelsior Defense, INC. DC Plan
Source: https://planprovider.pro/companies/excelsior-defense-inc-plan

> Excelsior Defense, INC.'s DC plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Excelsior Defense, INC.

- **Sponsor EIN:** 593541210

- **Sponsor Address:** 2660 5TH AVE N, ST. PETERSBURG, FL, 33713

- **Plan Type:** DC

- **Total Participants:** 268

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|268|$1.7M|$685,426|$14,840|

| 2023|299|$1.8M|$946,994|$21,375|

| 2022|365|$1.4M|$460,720|$59,249|

## 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|

| RETIREMENT SOLUTIONS SPECIALISTS|CONTRACT ADMIN|$25,139|$829|$25,968|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$24,781|—|$24,781|

| UBS FINANCIAL SVCS INS AGCY|INVESTMENT ADVISOR|$5,084|—|$5,084|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SVCS INS AGCY](https://planprovider.pro/provider/ubs-financial-services-inc) — INVESTMENT ADVISOR

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,833

- **Estimated Expense Ratio:** 3.369% 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|$57,105|$5,084|$52,021|—|—|

| 2023|$40,014|$4,592|$35,422|—|—|

| 2022|$18,052|$2,946|$15,106|—|—|

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