Exela 401(k) Plan
Sponsored by Sourcehov, Llc · EIN 262270219 · Plan #001
- Total assets
- $339M
- Net assets
- $339M
- Active participants
- 4,251
- With balances
- 6,204
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | fuzzy_auto · 99% | 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 | $523,207 |
| Ubs Financial Service | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $84,137 |
| Sfc Certified Public | Accounting, Direct payment from the plan | $18,500 |