Anthony Warren signed Excel Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excel Services, Inc.'s EIN is 20-4339280.
Download the official 2024 Form 5500 (PDF) for Excel Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Services, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $220 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.3M | 26.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $905K | 17.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $580K | 11.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $513K | 10.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $453K | 8.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $331K | 6.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $262K | 5.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $201K | 3.9% | |
| Fidelity Mutual Fund - Fidelity 500 Index | Common Collective Trusts | — | — | $91K | 1.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $89K | 1.7% | |
| Fidelity Mutual Fund - Fidelity International Index | Mutual Funds | — | — | $69K | 1.3% | |
| Lord Abbett Mutual Fund- Lord Abbett Total Return R6 | Mutual Funds | — | — | $54K | 1.0% | |
| American Funds Mutual Fund - American Funds New Perspective R6 | Mutual Funds | — | — | $51K | 1.0% | |
| Fidelity Mutual Fund - Fidelity Large Cap Value Index | Mutual Funds | — | — | $19K | 0.4% | |
| Fidelity Mutual Fund - Fidelity Mid Cap Value Index | Mutual Funds | — | — | $15K | 0.3% | |
| Fidelity Mutual Fund - Fidelity Mid Cap Index | Mutual Funds | — | — | $14K | 0.3% | |
| Fidelity Mutual Fund - Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $13K | 0.3% | |
| DFA Mutual Fund - DFA US Small Cap I | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Mutual Fund - Fidelity Large Cap Growth Index | Mutual Funds | — | — | $13K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $13K | 0.2% | |
| Empower Annuity Insurance Fully benefit-responsive investment at contract value - Company of America Guaranteed Interest Fund - Fixed Account | Common Stocks | — | — | $12K | 0.2% | |
| Pimco Mutual Fund - PIMCO Real Return Instl | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity Mutual Fund - Fidelity Small Cap Growth Index | Mutual Funds | — | — | $9K | 0.2% | |
| Fidelity Mutual Fund - Fidelity Small Cap Value Index | Mutual Funds | — | — | $6K | 0.1% | |
| Pimco Mutual Fund - PIMCO Int Bond (USD-Hedged) Instl | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CERITY PARTNERS RETIREMENT PLAN |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | — | AKRON, OH | CONTRACT ADMIN | $6K | — |
