# Med Excel Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/med-excel-usa-inc-401k-plan

> Med Excel Usa, INC.'s 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Med Excel Usa, INC.

- **Sponsor EIN:** 061324681

- **Sponsor Address:** 484 TEMPLE HILL ROAD, NEW WINDSOR, NY, 12553

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

- **Total Participants:** 341

- **Total Assets:** $10.5M

## 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|341|$10.5M|$0|$441,139|

| 2023|340|$11.1M|$0|$573,106|

| 2022|395|$9.8M|$0|$462,216|

## 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|

| CADARET GRANT|BROKER/DEALER|—|$25,241|$25,241|

| ASCENSUS|TPA|—|$5,296|$5,296|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,537

- **Estimated Expense Ratio:** 0.290% 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|$50,480|—|$50,480|—|—|

| 2023|$40,897|—|$40,897|—|—|

| 2022|$50,706|—|—|—|$50,706|

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