Original filing (PDF)20251007091054NAL0002529859001

EXEL INC.

Name: EXEL INC. — EXEL 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: EXEL INC.

Form 5500

FILING_RECEIVED

EXEL 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

512

Accounts w/ balance

411

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

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)

100

/ 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

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (3 bps vs 29 bps peer median).

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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Investments

27 direct securities · 16 pooled funds· $37.4M(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

$20.8M

27 holdings

Common Collective Trust

$16.6M

16 holdings

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	—	—	$6.2M	22.8%
Fidelity Balanced K6 Fund Mutual fund	—	—	—	$2.2M	8.1%
Fidelity Freedom 2030 CP Fund Common collective trust	—	—	—	$2.0M	7.4%
FID FRDM 2030 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201	Common Collective Trust	—	—	$2.0M	7.4%
Fidelity Small Cap Value Fund Mutual fund	—	—	—	$2.0M	7.3%
Fidelity Managed Income Portfolio II Fund Common collective trust	—	—	—	$1.8M	6.7%
MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$1.8M	6.7%
Vanguard Equity Inc Admiral Fund Mutual fund	—	—	—	$1.7M	6.3%
Fidelity Freedom 2035 CP Fund Common collective trust	—	—	—	$1.7M	6.2%
FID FRDM 2035 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202	Common Collective Trust	—	—	$1.7M	6.2%
Fidelity Freedom 2040 CP Fund Common collective trust	—	—	—	$1.3M	4.8%
FID FRDM 2040 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203	Common Collective Trust	—	—	$1.3M	4.8%
Fidelity 500 Index Fund Mutual fund	—	—	—	$1.2M	4.6%
Fidelity Freedom 2025 CP Fund Common collective trust	—	—	—	$1.0M	3.8%
FID FRDM 2025 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200	Common Collective Trust	—	—	$1.0M	3.8%
Fidelity Diversified International K6 Fund Mutual fund	—	—	—	$890K	3.3%
Participant Notes Receivable Interest ranging from 4.25% to	—	—	—	$731K	2.7%
Fidelity Freedom 2055 CP Fund Common collective trust	—	—	—	$670K	2.5%
FID FRDM 2055 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206	Common Collective Trust	—	—	$670K	2.5%
Fidelity Freedom 2050 CP Fund Common collective trust	—	—	—	$666K	2.5%
FID FRDM 2050 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205	Common Collective Trust	—	—	$666K	2.5%
Fidelity Freedom 2045 CP Fund Common collective trust	—	—	—	$665K	2.5%
FID FRDM 2045 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204	Common Collective Trust	—	—	$665K	2.5%
Fidelity Investment Grade Bond Fund Mutual fund	—	—	—	$640K	2.4%
Fidelity Extended Market Index Fund Mutual fund	—	—	—	$369K	1.4%
Fidelity Freedom 2060 CP Fund Common collective trust	—	—	—	$261K	1.0%
FID FRDM 2060 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207	Common Collective Trust	—	—	$261K	1.0%
Fidelity U.S. Treasury Cash Reserves Interest-bearing cash	—	—	—	$256K	0.9%
Fidelity Small Cap Growth K6 Fund Mutual fund	—	—	—	$184K	0.7%
Fidelity Freedom 2020 CP Fund Common collective trust	—	—	—	$137K	0.5%
FID FRDM 2020 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199	Common Collective Trust	—	—	$137K	0.5%
PIMCO Total Return Fund Mutual fund	—	—	—	$106K	0.4%
MFS Value R6 Fund Mutual fund	—	—	—	$66K	0.2%
Fidelity Government Income Fund Mutual fund	—	—	—	$62K	0.2%
Fidelity Freedom Income CP Fund Common collective trust	—	—	—	$61K	0.2%
FID FRDM INC CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195	Common Collective Trust	—	—	$61K	0.2%
Fidelity Freedom 2015 CP Fund Common collective trust	—	—	—	$54K	0.2%
FID FRDM 2015 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198	Common Collective Trust	—	—	$54K	0.2%
Fidelity Freedom 2065 CP Fund Common collective trust	—	—	—	$44K	0.2%
FID FRDM 2065 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208	Common Collective Trust	—	—	$44K	0.2%
Fidelity Freedom 2010 CP Fund Common collective trust	—	—	—	$28K	0.1%
FID FRDM 2010 CP F FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197	Common Collective Trust	—	—	$28K	0.1%
FID FRDM 2005 CP F FIAM TRUST COMPANY · EIN 20-4659714 / PN 196	Common Collective Trust	—	—	$0	<0.1%