Julie Robinson signed EXEL Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EXEL Inc.'s EIN is 04-2801160.
Download the official 2024 Form 5500 (PDF) for EXEL Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EXEL Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $797K | — |
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.
| PI | % 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 | Common Collective Trusts | — | — | $101.0M | 8.3% | |
| Fidelity Freedom 2040 CP Fund Common collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $53.3M | 4.4% | |
| Fidelity Freedom 2055 CP Fund Common collective trust | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $46.8M | 3.9% | |
| Fidelity Freedom 2025 CP Fund Common collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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% - | Bonds / Notes | — | — | $30.2M | 2.5% | |
| Fidelity Diversified International K6 Fund Mutual fund | Mutual Funds | — | — | $29.4M | 2.4% | |
| Fidelity Investment Grade Bond Fund Mutual fund | Mutual Funds | — | — | $28.1M | 2.3% | |
| Fidelity Managed Income Portfolio II Fund Common collective fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $24.0M | 2.0% | |
| Fidelity U.S. Treasury Cash Reserves Interest-bearing cash | Mutual Funds | — | — | $24.0M | 2.0% | |
| Fidelity Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $18.9M | 1.6% | |
| Fidelity Small Cap Growth K6 Fund Mutual fund | Mutual Funds | — | — | $18.4M | 1.5% | |
| Fidelity Freedom 2020 CP Fund Common collective trust | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $13.0M | 1.1% | |
| Fidelity Freedom 2065 CP Fund Common collective trust | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $7.6M | 0.6% | |
| Fidelity Government Income Fund Mutual fund | Mutual Funds | — | — | $5.2M | 0.4% | |
| Fidelity Freedom Income CP Fund Common collective trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
