Defined Contribution Retirement Plan For The Employees Of Excela Health Holding Companies
Sponsored by Excela Health · EIN 251471089 · Plan #003
- Total assets
- $170M
- Net assets
- $170M
- Active participants
- 1,200
- With balances
- 1,485
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $59,962 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $21,574 |
| Capital Strategies Investment Grou | Investment advisory (plan) | $6,250 |