EXCELA HEALTH 401(k) Plan
What public Form 5500 filings show about the EXCELA HEALTH 401(k) plan — and how to find and check your own account.
The EXCELA HEALTH 401(k) on its latest Form 5500
EXCELA HEALTH (EIN 25-1471089) reports DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES on its most recent Form 5500, with $169.6M in plan assets across 1,200 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full EXCELA HEALTH filing — schedules, fees, and providers.
Who runs the EXCELA HEALTH 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your EXCELA HEALTH 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SEI INVESTMENT MANAGEMENT, STRATEGIC ADVISORS, TOWERS WATSON PENNSYLVANIA, SEI PRIVATE TRUST, CAPITAL STRATEGIES INVESTMENT GROU, CAPITAL STRATEGIES INVESTMENT GROUP.
How to check your EXCELA HEALTH 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask EXCELA HEALTH HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).