Plan Snapshot
- Plan Sponsor: Exxelia Usa INC
- Sponsor EIN: 452894705
- Sponsor Address: 1221 N US HIGHWAY 17 92, LONGWOOD, FL, 327503739
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $146,099
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 | 148 | $146,099 | $0 | $0 |
| 2023 | 148 | $371,279 | $0 | $0 |
| 2022 | 139 | $2.3M | $59,130 | $296,842 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $5,693 | — | $5,693 |
| BERMAN HOPKINS CPAS & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- BERMAN HOPKINS CPAS & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,693
- Estimated Expense Ratio: 3.897% 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 | $8,815 | — | $7,955 | — | — |
| 2023 | $17,353 | $5,339 | $11,154 | — | — |
| 2022 | $26,202 | $21,292 | $4,910 | — | — |