Excelsior Ambulance Service Retirement Plan
Sponsored by Excelsior Ambulance Service Inc. · EIN 450600978 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 281
- With balances
- 414
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurange Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $13,639 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,354 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |