Exlservice 401(K) Plan — Form 5500 plan (Exlservice Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Exlservice 401(K) Plan is a benefit plan reported by Exlservice Holdings, Inc. under EIN 94-3326476 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,499 participants and $163,623,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exlservice Holdings, Inc.
EIN
94-3326476
Plan number
001
Plan type
2
Location
Jersey City, NJ
Latest filing year
2023
Participants
2,499
End-of-year plan assets
$163,623,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,499H, C20240930132032NAL0005573569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,623,830
Total liabilities (EOY)
$0
Net assets (EOY)
$163,623,830
Net assets (BOY)
$125,712,498

Income & contributions

Employer contributions
$5,314,619
Participant contributions
$16,955,239
Total contributions
$25,529,952
Total income / additions
$53,348,560

Expenses & distributions

Benefits paid
$15,566,568
Administrative expenses
-$189,577
Total expenses
$15,387,570
Net increase / (decrease)
$37,960,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Bank, NaINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023
Wipfli LlpACCOUNTANT/AUDITOR$15,300not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$228,432$02023

Related Form 5500 pages