Plan Snapshot
- Plan Sponsor: Exlservice Holdings, INC.
- Sponsor EIN: 943326476
- Sponsor Address: 10 EXCHANGE PLACE, JERSEY CITY, NJ, 07302
- Plan Type: 401(k)
- Total Participants: 2,066
- Total Assets: $204.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,066 | $204.8M | $5.6M | $17.8M |
| 2023 | 1,733 | $163.6M | $5.3M | $17.0M |
| 2022 | 1,740 | $125.7M | $7.6M | $14.5M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | ACCOUNTANT/AUDITOR | $14,200 | — | $14,200 |
| PNC BANK, NA | INVESTMENT ADVISOR | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,200
- Estimated Expense Ratio: 0.012% 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 | $15,691 | — | — | $14,200 | — |
| 2023 | -$189,577 | $25,000 | — | $15,300 | — |
| 2022 | -$188,398 | -$218,457 | — | — | — |