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Original filing (PDF)20250519142854NAL0000713585001
EXCELLO TOOL ENGINEERING & MFG. CO., INC.
Form 5500-SF
FILING_RECEIVED
EXCELLO TOOL ENGINEERING & MFG. CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
18
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCELLO TOOL ENGINEERING & MFG. CO., INC..
Plan sponsor
Name
EXCELLO TOOL ENGINEERING & MFG. CO., INC.
EIN
06-1117291
Address
37 WORFIELD STREET · MILFORD, CT · 06461
Phone
(203) 878-4073
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
ORENDA RETIREMENT LLC
EIN
36-4877979
City
DULUTH, GA
Phone
—
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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