Excella, Inc. 401(k) Plan
Sponsored by Excella, Inc. · EIN 542062249 · Plan #001
- Total assets
- $47.3M
- Net assets
- $47.3M
- Active participants
- 330
- With balances
- 430
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 |
|---|---|---|
| The Capital Group Inv Advisory | Investment advisory (plan) | $79,001 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,775 |
| Sc&H Attest Services | Accounting | $15,900 |