Plan Ledger DOL Form 5500 · updated monthly

Excella, Inc.401(k)

EXCELLA, INC. 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Excella, Inc. reported $134,770 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,904 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.40% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 514th-largest of 2,266 plans among Virginia employers on file, and the 2,889th of 11,654 in professional & technical services. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 285 to 330 since 2022.

Plan summary
Net assets, end of year$47,290,486
Participants with balances430
Active participants330
Employer contributions$1,288,204
Employee contributions$4,124,379
Employer contribution per active participant$3,904
Average account balance$109,978
Benefits paid to participants$1,920,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.3M · 430 accts · $1.3M emplr
2023$36.3M · 384 accts · $1.1M emplr
2022$27.5M · 371 accts · $829K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,775
Investment management$79,095
Audit (IQPA)$15,900
Total administrative$134,770
The Excella, Inc. 401(k) match · 2024
Employer contribution per active participant$3,904
Median for plans this size$2,416
2024$3,904 per active participant
2023$3,824 per active participant
2022$2,908 per active participant

Excella, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE CAPITAL GROUP INV ADVISORY · Investment advisory (plan)$79,001
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,775
SC&H ATTEST SERVICES · Accounting / audit$15,900

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$134,770 · 0.32%
2023$118,691 · 0.37%
2022$123,333 · 0.40%
Same employer
Similar plansProfessional & Technical Services · Virginia
Redhorse Corporation VA$48.6M · 0.01%
Ventera Corporation VA$47.0M · 0.34%
Attain Consulting Group LLC VA$45.4M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542062249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.