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Original filing (PDF)20251011050527NAL0008349137001
XCEL NDT, LLC
Form 5500
FILING_RECEIVED
XCEL NDT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
288
Accounts w/ balance
155
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XCEL NDT, LLC.
Plan sponsor
Name
XCEL NDT, LLC
EIN
45-5444964
Address
P.O BOX 8024 · LONGVIEW, TX · 75607
Phone
(855) 227-5510
Industry
All Other Professional 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
2025-10-11
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
Investments
28 direct securities · 1 pooled fund· $4.7M(98% 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.
Registered Investment Companies
$4.5M
28 holdings
Common Collective Trust
$164K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $587K | 12.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $585K | 12.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $483K | 10.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $454K | 9.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $379K | 7.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $328K | 6.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $286K | 6.0% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $250K | 5.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $183K | 3.8% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $172K | 3.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $164K | 3.4% | |
| FID FREEDOM INDEX 2020 PREMIER 5 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $145K | 3.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $138K | 2.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $81K | 1.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $58K | 1.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $54K | 1.1% | |
| FID FREE INDX 2015 PREM 812 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $48K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $47K | 1.0% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $42K | 0.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $36K | 0.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $33K | 0.7% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $32K | 0.7% | |
| MFS TOTAL RETURN - R6 96 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $32K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $22K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $15K | 0.3% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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