Marque Harrell signed Excel Sports Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excel Sports Management, LLC's EIN is 45-2780471.
Download the official 2024 Form 5500 (PDF) for Excel Sports Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Sports Management, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $4.5M | 28.7% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $2.9M | 18.7% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.9M | 12.5% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $1.0M | 6.7% | |
| Flexfit Moderate Retirement Fund Collective Investment Trust | Common Collective Trusts | — | — | $848K | 5.4% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $848K | 5.4% | |
| FLEXFIT+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275342 / PN 001 | Common Collective Trust | — | — | $797K | 5.1% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $475K | 3.0% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $339K | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $293K | 1.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $195K | 1.3% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $167K | 1.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $151K | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $146K | 0.9% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $128K | 0.8% | |
| Emerging Markets Fund Collective Investment Trust | Common Collective Trusts | — | — | $104K | 0.7% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $104K | 0.7% | |
| FLEXFIT+AGGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275341 / PN 001 | Common Collective Trust | — | — | $72K | 0.5% | |
| Harris Associates Oakmark International Fund Collective Investment Trust | Common Collective Trusts | — | — | $62K | 0.4% | |
| HARRIS OAKMRK INTL 1 SEI TRUST COMPANY · EIN 26-4757392 / PN 037 | Common Collective Trust | — | — | $62K | 0.4% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $60K | 0.4% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $53K | 0.3% | |
| LARGE CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $51K | 0.3% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $43K | 0.3% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $28K | 0.2% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $27K | 0.2% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2248432 / PN 331 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.