AVI Sklut signed XCEL Management, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XCEL Management, Inc.'s EIN is 27-1303855.
Download the official 2022 Form 5500 (PDF) for XCEL Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)XCEL Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $386K | — |
| XCEL MANAGEMENT | 27-1303855 | — | PLAN ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $72.4M | 97.7% | |
| [Assets held in participant loans] | Other | — | — | $909K | 1.2% |
| TEMPLETON & CO. |
| 14-1918990 |
| — |
| AUDITOR |
| $12K |
| — |
| 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 | — |
