How big is Excel Cabinets, Inc.'s plan?

Excel Cabinets, Inc.'s plan reported $3.8M in assets and 215 participants for 2024.

Original filing (PDF)20251014114807NAL0005767714001

Excel Cabinets, Inc.

Name: Excel Cabinets, Inc. — Excel Cabinets, Inc. 401(k), Form 5500 (2024)
Creator: Excel Cabinets, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Excel Cabinets, Inc. 401(k) Plan

401(k) retirement plan · Excel Cabinets, Inc.'s Excel Cabinets, Inc. 401(k) Plan held $3.8M in plan assets for 215 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond~101 bps in Sched C fees

Active participants

215

Accounts w/ balance

299

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Carl Nielsen signed Excel Cabinets, Inc.'s 2024 Form 5500 as plan administrator.

Carl Nielsen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Excel Cabinets, Inc.'s EIN is 33-0521926.

EIN 33-0521926

Plan number 001

Plan year 2024

ACK ID 20251014114807NAL0005767714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excel Cabinets, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Cabinets, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCEL CABINETS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

EXCEL CABINETS, INC.

EIN

all filings

Address

225 JASON CT. · CORONA, CA · 92879

Phone

(951) 279-4545

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA FINANCIAL LIFE INS CO	36-6071399	—	RECORDKEEPER	$23K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH LIFE AGENCY, INC.	13-2808480	—	INVESTMENT ADVISORY	$13K	—

Investments

23 direct securities · 1 pooled fund· $7.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$3.4M

1 holding

Pooled Separate Accounts

$3.4M

21 holdings

Stable Value

$165K

1 holding

Other securities

$31K

1 holding

					% of plan
POOLED SEPARATE ACCOUNTS TRANSAMERICA FINANCIAL LIFE INSURANCE · EIN 36-6071399 / PN 000	Pooled Separate Account	—	—	$3.4M	90.4%
TA Vanguard Total Stck Mrkt Index Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$459K	12.1%
Invesco Dvfd Div Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$355K	9.3%
TA BlackRock Lifepath Index 2040 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$306K	8.0%
TA BlackRock Lifepath Index 2045 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$278K	7.3%
TA BlackRock Lifepath Index 2035 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$251K	6.6%
TA BlackRock Lifepath Index 2050 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$205K	5.4%
TA BlackRock Lifepath Index 2060 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$203K	5.3%
TA BlackRock Lifepath Index 2030 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$186K	4.9%
Transamerica Stable Value Core Account Group Annuity Contract	Stable Value	—	—	$165K	4.3%
TA BlackRock Lifepath Index Retirement Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$117K	3.1%
TA BlackRock Lifepath Index 2055 Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$114K	3.0%
Transamerica Intl Growth Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$98K	2.6%
American Century Inflation Adj Bd Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$98K	2.6%
State Street S&P Md Cap Indx Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$96K	2.5%
State Street U.S. Bd Index Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$94K	2.5%
MFS Massachusetts Invstrs Growth Stock Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$91K	2.4%
Prudential Total Ret Bd Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$91K	2.4%
Aegon US High Yield Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$87K	2.3%
State Street Russell Sm Cap Index Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$86K	2.3%
PIMCO Inc Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$85K	2.2%
State Street Internatnl Index Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$75K	2.0%
TA Vanguard REIT Index Ret Acct Pooled Separate Account	Pooled Separate Accounts	—	—	$60K	1.6%
EĝĈĊđCĆćĎēĊęĘ,IēĈ.401(Đ)PđĆē FĎēĆēĈĎĆđSęĆęĊĒĊēęĘ December31	Other securities	—	—	$31K	0.8%