Excelin Home Health, Llc 401(k) Plan & Trust
Sponsored by Excelin Home Health, Llc · EIN 822584489 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 786
- With balances
- 321
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hauser Retirement Solutions 2 Llc CRD 299959 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $65,775 |
| Usi Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $7,203 |
| Hauser Retirement Solutions 2 Llc | Investment advisory (plan), Other fees | $0 |