Xcel Hr 401(k) Plan
Sponsored by Xmt Services, Inc. · EIN 884345709 · Plan #002
- Total assets
- $92.8M
- Net assets
- $92.8M
- Active participants
- 1,551
- With balances
- 1,740
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 |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $433,802 |
| Xcel Management, Inc | Plan administrator | $79,850 |
| Slavic Mutual Fund Corporation | Investment management, Investment management fees (direct) | $46,018 |
| Coogan Re Inc. | Insurance services | $13,532 |
| Stevens & Lee | Legal | $12,632 |
| Templeton & Co. | Accounting | $12,000 |