Excela Health 403(b) Retirement Plan
Sponsored by Excela Health · EIN 251471089 · Plan #002
- Total assets
- $365M
- Net assets
- $365M
- Active participants
- 3,712
- With balances
- 5,004
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $232,668 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $54,123 |
| Capital Strategies Investment Group | Investment advisory (plan) | $12,500 |