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Original filing (PDF)20251001094200NAL0014027872001
EXCEL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
327
Accounts w/ balance
362
Plan assets (EOY)
$80.5M
Net assets (EOY)
$80.5M
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 (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEL ENGINEERING, INC..
Plan sponsor
Name
EXCEL ENGINEERING, INC.
EIN
39-1689347
Address
100 CAMELOT DRIVE · FOND DU LAC, WI · 54935
Phone
(920) 926-9800
Industry
Engineering Services· Professional & Technical Servicessee all
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
2025-10-01
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Investments
22 direct securities · 1 pooled fund· $80.5M(100% of reported assets)
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.
Uncategorized
$79.4M
22 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral | — | — | — | $10.5M | 13.0% | |
| Fidelity Large Cap Growth Index | — | — | — | $10.2M | 12.7% | |
| Fidelity Large Cap Value Index | — | — | — | $6.5M | 8.1% | |
| Virtus Kar Small-Cap Growth I | — | — | — | $4.8M | 6.0% | |
| Vanguard International Growth Adm | — | — | — | $4.6M | 5.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $4.5M | 5.6% | |
| Vanguard Wellington Adm | — | — | — | $4.4M | 5.5% | |
| Vanguard Mid Cap Growth Index - Admiral | — | — | — | $4.3M | 5.3% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $4.1M | 5.1% | |
| American Funds New World R6 | — | — | — | $3.2M | 3.9% | |
| MFS International Diversification R4 | — | — | — | $3.1M | 3.9% | |
| Dodge & Cox Income Fund I | — | — | — | $2.7M | 3.4% | |
| Vanguard Small Cap Value Index - Admiral | — | — | — | $2.7M | 3.4% | |
| Victory Trivalent International Small-Cap R6 | — | — | — | $2.6M | 3.3% | |
| Blackrock Mid-Cap Value Institutional | — | — | — | $2.6M | 3.2% | |
| Fidelity International Index | — | — | — | $2.2M | 2.8% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $2.2M | 2.7% | |
| Fidelity US Bond Index | — | — | — | $1.7M | 2.1% | |
| Glenmede Large Cap Growth 1 Lord Abbett Bond Debenture R6 | — | — | — | $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 | — | — | — | $671K | 0.8% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $256K | 0.3% | |
| Forfeitures - Galliard Retirement Income Fund | — | — | — | $5K | <0.1% |