Plan Snapshot
- Plan Sponsor: Xcellent Technology Solutions
- Sponsor EIN: 202899786
- Sponsor Address: 6801 KENNEDY RD STE 210, WARRENTON, VA, 201873996
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $3.6M | $213,820 | $530,306 |
| 2023 | 112 | $3.2M | $215,720 | $514,451 |
| 2022 | 144 | $2.2M | $148,241 | $366,717 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | $15,598 | — | $15,598 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,598
- Estimated Expense Ratio: 0.436% 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 | $28,142 | — | $11,957 | $15,598 | — |
| 2023 | $9,409 | $2,560 | $6,849 | — | — |
| 2022 | — | — | — | — | — |