Excellus 401(k) Plan
Sponsored by Excellus Health Plan Inc. · EIN 150329043 · Plan #002
- Total assets
- $872M
- Net assets
- $872M
- Active participants
- 4,359
- With balances
- 5,314
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $251,140 |
| Ss&C | Other services | $0 |