# Excelsior Integrated Management Corp. 401(k) Plan
Source: https://planprovider.pro/companies/excelsior-integrated-management-corp-401k-plan

> Excelsior Integrated Management Corp.'s 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Excelsior Integrated Management Corp.

- **Sponsor EIN:** 463320327

- **Sponsor Address:** 217 GRAND STREET, NEW YORK, NY, 10013

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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:** No

## Plan Financials by Year

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

| 2023|0|$0|$0|$0|

| 2022|347|$6.4M|$560,784|$1.1M|

## 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|

| EQUITABLE LIFE INSURANCE COMPANY|RECORD-KEEPER|$35,161|$12,621|$47,782|

| NCHENG LLP CERTIFIED PUBLIC ACCOUNT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EQUITABLE LIFE INSURANCE COMPANY](https://planprovider.pro/provider/equitable) — RECORD-KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,782

### 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|

| 2023|$26,007|—|$26,007|—|—|

| 2022|$35,161|$35,161|—|—|—|

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