GIGI Healy signed Exxel Outdoors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exxel Outdoors, LLC's EIN is 47-2639214.
Download the official 2024 Form 5500 (PDF) for Exxel Outdoors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exxel Outdoors, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.3M | 18.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.0M | 14.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $788K | 11.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $781K | 11.0% | |
| Fidelity** 500 Index Fund | Common Collective Trusts | — | — | $751K | 10.6% | |
| Fidelity** Blue Chip Growth Fund | Mutual Funds | — | — | $616K | 8.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $382K | 5.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $335K | 4.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $253K | 3.6% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $196K | 2.8% | |
| percent and maturity dates through December 2029 - | Other securities | — | — | $104K | 1.5% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | Other securities | — | — | $96K | 1.4% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $93K | 1.3% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $91K | 1.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $83K | 1.2% | |
| MetWest Funds Total Return Bond Fund Plan Class | Other securities | — | — | $48K | 0.7% | |
| Victory Capital Victory Sycamore Established Value Fund | Other securities | — | — | $40K | 0.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $30K | 0.4% | |
| Fidelity** Small Cap Index Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Century Small Cap Value Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity** Managed Income Portfolio | Mutual Funds | — | — | $2K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors Real Estate Securities | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
