Patrick Burton signed Excell Marketing, L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excell Marketing, L.C.'s EIN is 42-1444611.
Download the official 2024 Form 5500 (PDF) for Excell Marketing, L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excell Marketing, L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $4.7M | 15.8% | |
| PRIN LIFETIME 2030 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $3.7M | 12.6% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.1M | 10.4% | |
| PRIN LIFETIME 2050 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.9M | 9.9% | |
| Principal Life Insurance Company Mid Cap | Common Stocks | — | — | $2.1M | 7.0% | |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.1M | 7.0% | |
| Principal Life Insurance Company Large Cap Growth I | Common Stocks | — | — | $1.8M | 5.9% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 5.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| PRIN LIFETIME 2020 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.2M | 3.9% | |
| Principal Life Insurance Company Mid Cap Value I | Common Stocks | — | — | $1.1M | 3.8% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.1M | 3.8% | |
| Principal Life Insurance Company U.S. Property | Common Stocks | — | — | $974K | 3.3% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $974K | 3.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $836K | 2.8% | |
| PRIN LIFETIME 2060 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $822K | 2.8% | |
| Principal Life Insurance Company Diversified International | Common Stocks | — | — | $699K | 2.4% | |
| PRIN DIV INTL SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $699K | 2.4% | |
| Principal Life Insurance Company Small Cap Value II | Common Stocks | — | — | $595K | 2.0% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $595K | 2.0% | |
| Fidelity Investments International Small Cap Fund | Mutual Funds | — | — | $569K | 1.9% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $541K | 1.8% | |
| s * Principal Life Insurance Company Core Fixed Income | Pooled Separate Accounts | — | — | $467K | 1.6% | |
| PRIN CORE FIX INC SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $467K | 1.6% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $436K | 1.5% | |
| Participant loans 9% interest rate | Participant loans | — | — | $417K | 1.4% | |
| PRIN HIGH INCOME SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $375K | 1.3% | |
| Principal Life Insurance Company Principal Financial Group, Inc. Stock | Common Stocks | — | — | $240K | 0.8% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $240K | 0.8% | |
| Alliance Bernstein Small Cap Growth Portfolio | Mutual Funds | — | — | $179K | 0.6% | |
| Principal Life Insurance Company Spectrum Preferred Cap Securities | Common Stocks | — | — | $98K | 0.3% | |
| PRIN SPEC PREF CAP SEC INC R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $98K | 0.3% | |
| (E) | Other securities | — | $56K | $98K | 0.3% | |
| (E) | Other securities | — | $54K | $70K | 0.2% | |
| Principal Life Insurance Company LifeTime Strategic Income | Common Stocks | — | — | $70K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $70K | 0.2% | |
| Principal Life Insurance Company LifeTime 2070 | Common Stocks | — | — | $56K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $56K | 0.2% | |
| JP Morgan Funds Emerging Markets Equity Fund | Other securities | — | — | $54K | 0.2% |
