How big is PECL, Inc.'s plan?

PECL, Inc.'s plan reported $5.9M in assets and 88 participants for 2023.

Original filing (PDF)20241015134108NAL0014741171001

PECL, Inc.

Name: PECL, Inc. — Exelco Leasing, Inc. 401(k) Employee, Form 5500 (2023)
Creator: PECL, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Exelco Leasing, Inc. 401(k) Employee Retirement Plan

401(k) retirement plan · PECL, Inc.'s Exelco Leasing, Inc. 401(k) Employee Retirement Plan held $5.9M in plan assets for 88 participants in 2023.

Signals · 2

Late participant contributions77% in single holding

Active participants

Accounts w/ balance

208

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Keith NOE signed PECL, Inc.'s 2023 Form 5500 as plan administrator.

Keith NOE — 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

PECL, Inc.'s EIN is 43-1150991.

EIN 43-1150991

Plan number 001

Plan year 2023

ACK ID 20241015134108NAL0014741171001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for PECL, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

PECL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

7 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Delinquent participant contributions reported (Schedule H 4a) — 356K (39% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PECL, INC.

EIN

all filings

Address

1675 FENPARK DR · FENTON, MO · 630262917

Phone

(636) 343-9770

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	—	CHICAGO, IL	NONE	$15K	—
MUTUAL ADVISORS, LLC	—	ST LOUIS, MO	NONE	$11K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CMFG LIFE INSURANCE COMPANY	39-0230590

Investments

3 direct securities · 7 pooled funds· $6.8M(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.

Other

$5.6M

3 holdings

Common Collective Trust

$1.2M

7 holdings

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$4.3M	72.8%
[Assets held in common collective trust]	Other	—	—	$1.2M	20.0%
LRG CP GRWTH FD III CL R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-7275327 / PN 001	Common Collective Trust	—	—	$653K	11.0%
WILMNGTN MD CP GRWTH R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$317K	5.3%
FPATH IDX AGGRSVE RET R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 47-2836296 / PN 225	Common Collective Trust	—	—	$163K	2.7%
[Assets held in participant loans]	Other	—	—	$79K	1.3%
FPATH INDX CNSRVTV RET R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 47-2264760 / PN 212	Common Collective Trust	—	—	$31K	0.5%
FPATH INDEX MODRTE RET R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 47-2851418 / PN 226	Common Collective Trust	—	—	$25K	0.4%
SM CAP VAL II CL R1 WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4126250 / PN 554	Common Collective Trust	—	—	$3K	<0.1%
AB US LG CP GRW (W) CL R WILMINGTON TRUST COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509	Common Collective Trust	—	—	$0	<0.1%