# Xcellent Technology Solutions 401(k) Plan
Source: https://planprovider.pro/companies/xcellent-technology-solutions-401k-plan

> Xcellent Technology Solutions's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|—|—|—|—|—|

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