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Original filing (PDF)20251007085113NAL0002524035001
EXEL INC.
Form 5500
FILING_RECEIVED
SUPPLY CHAIN RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
35,590
Accounts w/ balance
18,947
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
16 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXEL INC..
Plan sponsor
Name
EXEL INC.
EIN
04-2801160
Address
360 WESTAR BLVD · WESTERVILLE, OH · 430827627
Phone
(614) 865-8500
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $797K | — |
Investments
27 direct securities · 16 pooled funds· $1.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$961.9M
27 holdings
Common Collective Trust
$811.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $249.1M | 20.5% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $101.0M | 8.3% | |
| Fidelity Freedom 2040 CP Fund Common collective trust | — | — | — | $91.5M | 7.5% | |
| FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $91.5M | 7.5% | |
| Fidelity Freedom 2035 CP Fund Common collective trust | — | — | — | $87.0M | 7.2% | |
| FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $87.0M | 7.2% | |
| Fidelity Freedom 2030 CP Fund Common collective trust | — | — | — | $84.4M | 7.0% | |
| FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $84.4M | 7.0% | |
| Fidelity Freedom 2050 CP Fund Common collective trust | — | — | — | $57.0M | 4.7% | |
| FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $57.0M | 4.7% | |
| Fidelity Freedom 2045 CP Fund Common collective trust | — | — | — | $56.5M | 4.6% | |
| FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $56.5M | 4.6% | |
| Fidelity Balanced K6 Fund Mutual fund | — | — | — | $53.3M | 4.4% | |
| Fidelity Freedom 2055 CP Fund Common collective trust | — | — | — | $48.9M | 4.0% | |
| FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $48.9M | 4.0% | |
| Vanguard Equity Inc Admiral Mutual fund | — | — | — | $46.8M | 3.9% | |
| Fidelity Freedom 2025 CP Fund Common collective trust | — | — | — | $40.6M | 3.3% | |
| FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $40.6M | 3.3% | |
| Fidelity Freedom 2060 CP Fund Common collective trust | — | — | — | $32.7M | 2.7% | |
| FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $32.7M | 2.7% | |
| Participant Notes Receivable Interest ranging from 4.25% to 9.50% - | — | — | — | $30.2M | 2.5% | |
| Fidelity Diversified International K6 Fund Mutual fund | — | — | — | $29.4M | 2.4% | |
| Fidelity Investment Grade Bond Fund Mutual fund | — | — | — | $28.1M | 2.3% | |
| Fidelity Managed Income Portfolio II Fund Common collective fund | — | — | — | $25.3M | 2.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $25.3M | 2.1% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $24.0M | 2.0% | |
| Fidelity U.S. Treasury Cash Reserves Interest-bearing cash | — | — | — | $24.0M | 2.0% | |
| Fidelity Small Cap Value Fund Mutual fund | — | — | — | $18.9M | 1.6% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund | — | — | — | $18.4M | 1.5% | |
| Fidelity Freedom 2020 CP Fund Common collective trust | — | — | — | $16.6M | 1.4% | |
| FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $16.6M | 1.4% | |
| MFS Value R6 Fund Mutual fund | — | — | — | $13.0M | 1.1% | |
| Fidelity Freedom 2065 CP Fund Common collective trust | — | — | — | $10.5M | 0.9% | |
| FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $10.5M | 0.9% | |
| PIMCO Total Return Fund Mutual fund | — | — | — | $7.6M | 0.6% | |
| Fidelity Government Income Fund Mutual fund | — | — | — | $5.2M | 0.4% | |
| Fidelity Freedom Income CP Fund Common collective trust | — | — | — | $5.1M | 0.4% | |
| FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $5.1M | 0.4% | |
| Fidelity Freedom 2015 CP Fund Common collective trust | — | — | — | $3.7M | 0.3% | |
| FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $3.7M | 0.3% | |
| Fidelity Freedom 2010 CP Fund Common collective trust | — | — | — | $2.4M | 0.2% | |
| FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| FID FRDM 2005 CP F FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% |
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