Plan Snapshot
- Plan Sponsor: Excelsior Wellness
- Sponsor EIN: 911189908
- Sponsor Address: 3754 WEST INDIAN TRAIL ROAD, SPOKANE, WA, 992084736
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $5.1M | $211,935 | $452,765 |
| 2023 | 151 | $3.8M | $225,492 | $417,251 |
| 2022 | 197 | $3.0M | $192,898 | $414,423 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,641 | — | — | — | — |
| 2023 | $7,565 | — | — | — | — |
| 2022 | $3,595 | — | $3,595 | — | — |