# Exceptional Healthcare, INC. 401(k) Plan
Source: https://planprovider.pro/companies/exceptional-healthcare-inc-401k-plan

> Exceptional Healthcare, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exceptional Healthcare, INC.

- **Sponsor EIN:** 811433461

- **Sponsor Address:** 3514 CEDAR SPRINGS RD, DALLAS, TX, 75219

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

- **Total Participants:** 171

- **Total Assets:** $2.6M

## 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|171|$2.6M|$94,346|$402,305|

| 2023|195|$2.0M|$206,481|$520,279|

| 2022|388|$1.9M|$225,798|$568,569|

## 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|

| NOVA 401(K) ASSOCIATES|CONTRACT ADMIN|$11,864|$1,039|$12,903|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$10,951|—|$10,951|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,854

- **Estimated Expense Ratio:** 0.904% 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|$23,849|—|$23,849|—|—|

| 2023|$24,916|$15,916|$9,000|—|—|

| 2022|$12,749|—|$12,749|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/exceptional-healthcare-inc-401k-plan)

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