Brett Soodsma signed Excel Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excel Engineering, Inc.'s EIN is 39-1689347.
Download the official 2024 Form 5500 (PDF) for Excel Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Engineering, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $10.5M | 13.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $10.2M | 12.7% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $6.5M | 8.1% | |
| Virtus Kar Small-Cap Growth I | Other securities | — | — | $4.8M | 6.0% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $4.6M | 5.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $4.5M | 5.6% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $4.4M | 5.5% | |
| Vanguard Mid Cap Growth Index - Admiral | Mutual Funds | — | — | $4.3M | 5.3% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $4.1M | 5.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $3.2M | 3.9% | |
| MFS International Diversification R4 | Mutual Funds | — | — | $3.1M | 3.9% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | — | $2.7M | 3.4% | |
| Vanguard Small Cap Value Index - Admiral | Mutual Funds | — | — | $2.7M | 3.4% | |
| Victory Trivalent International Small-Cap R6 | Other securities | — | — | $2.6M | 3.3% | |
| Blackrock Mid-Cap Value Institutional | Other securities | — | — | $2.6M | 3.2% | |
| Fidelity International Index | Mutual Funds | — | — | $2.2M | 2.8% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $2.2M | 2.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.7M | 2.1% | |
| Glenmede Large Cap Growth 1 Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $1.5M | 1.9% | |
| GALLIARD RETIREMENT INCOME FUND GREAT GRAY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| PGIM High-Yield R6 | Other securities | — | — | $671K | 0.8% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $256K | 0.3% | |
| Forfeitures - Galliard Retirement Income Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
