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Original filing (PDF)20230710124429NAL0020124545001
XCEL MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
XCEL HR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,059
Accounts w/ balance
2,116
Plan assets (EOY)
$74.1M
Net assets (EOY)
$74.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — 320% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XCEL MANAGEMENT, INC..
Plan sponsor
Name
XCEL MANAGEMENT, INC.
EIN
27-1303855
Address
7361 CALHOUN PLACE · SUITE 600 · ROCKVILLE, MD · 20855
Phone
(800) 611-9235
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-10
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)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $386K | — |
| XCEL MANAGEMENT | 27-1303855 | — | PLAN ADMINISTRATOR | $77K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & CO. | 14-1918990 | — | AUDITOR | $12K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOGAN RE INC | — | BEL AIR, MD | SERVICE PROVIDER | $13K | — |
| SLAVIC MUTUAL FUND CORPORATION | 59-2749576 | — | INVESTMENT MGMT | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.