Excel Electrical Technologies, Inc.'s EIN is 56-2300006.
Download the official 2024 Form 5500 (PDF) for Excel Electrical Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Electrical Technologies, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS L | 13-3689044 | — | RECORDKEEPER | $33K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I Fund Registered Investment Company | Common Stocks | — | — | $1.7M | 16.0% | |
| MORLEY STABLE VALUE FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.5% | |
| Vanguard 500 Index Admiral Fund Registered Investment Company | Common Collective Trusts | — | — | $966K | 8.9% | |
| American Funds Washington Mutual R6 Fund Registered Investment Company | Mutual Funds | — | — | $889K | 8.2% | |
| MFS International Diversification R6 Fund Registered Investment Company | Mutual Funds | — | — | $843K | 7.8% | |
| American Funds Bond Fund of America R6 Fund Registered Investment Company | Mutual Funds | — | — | $795K | 7.3% | |
| PIMCO Income Institutional Fund Registered Investment Company | Mutual Funds | — | — | $767K | 7.1% | |
| Vanguard Total Bond Market Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $762K | 7.0% | |
| Vanguard Total International Stock Index Admiral Registered Investment Company | Mutual Funds | — | — | $733K | 6.7% | |
| Vanguard Explorer Admiral Fund Registered Investment Company | Mutual Funds | — | — | $418K | 3.8% | |
| DFA US Targeted Value I Fund Registered Investment Company | Mutual Funds | — | — | $394K | 3.6% | |
| Vanguard Mid Cap Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $362K | 3.3% | |
| Vanguard Small Cap Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $333K | 3.1% | |
| DFA Global Real Estate Securities I Fund Registered Investment Company | Mutual Funds | — | — | $291K | 2.7% | |
| 9.50% | Bonds / Notes | — | — | $197K | 1.8% | |
| TFLIC Stable Value Fund Stable Value Fund | Stable Value | — | — | $6K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT INC Z PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2015 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2030 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $27 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2040 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2035 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2055 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 83-1143379 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $26K |
| — |
