Defined Benefit Pension Plan For The Employees Of Excela Health
Sponsored by Excela Health · EIN 251471089 · Plan #001
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 402
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investment Management Corp. | Investment management, Investment management fees (direct) | $309,996 |
| Towers Watson, Inc | Actuarial, Consulting (pension), Direct payment from the plan | $105,876 |
| Sei Private Trust Company | Trustee (institutional), Direct payment from the plan | $11,831 |