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Original filing (PDF)20250616151437NAL0002621826001
EXCEL ELECTRICAL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
EXCEL ELECTRICAL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
189
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 111% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEL ELECTRICAL TECHNOLOGIES, INC..
Plan sponsor
Name
EXCEL ELECTRICAL TECHNOLOGIES, INC.
EIN
56-2300006
Address
2015 VAUGHN ROAD NW · SUITE 500 · KENNESAW, GA · 30144
Phone
(770) 970-4135
Industry
Electrical Contractors· Constructionsee 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
2025-06-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS L | 13-3689044 | — | RECORDKEEPER | $33K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADVISORY-PLAN | $26K | — |
Investments
15 direct securities · 7 pooled funds· $10.9M(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.
Uncategorized
$9.5M
15 holdings
Common Collective Trust
$1.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth I Fund Registered Investment Company | — | — | — | $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 | — | — | — | $966K | 8.9% | |
| American Funds Washington Mutual R6 Fund Registered Investment Company | — | — | — | $889K | 8.2% | |
| MFS International Diversification R6 Fund Registered Investment Company | — | — | — | $843K | 7.8% | |
| American Funds Bond Fund of America R6 Fund Registered Investment Company | — | — | — | $795K | 7.3% | |
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $767K | 7.1% | |
| Vanguard Total Bond Market Index Admiral Fund Registered Investment Company | — | — | — | $762K | 7.0% | |
| Vanguard Total International Stock Index Admiral Registered Investment Company | — | — | — | $733K | 6.7% | |
| Vanguard Explorer Admiral Fund Registered Investment Company | — | — | — | $418K | 3.8% | |
| DFA US Targeted Value I Fund Registered Investment Company | — | — | — | $394K | 3.6% | |
| Vanguard Mid Cap Index Admiral Fund Registered Investment Company | — | — | — | $362K | 3.3% | |
| Vanguard Small Cap Index Admiral Fund Registered Investment Company | — | — | — | $333K | 3.1% | |
| DFA Global Real Estate Securities I Fund Registered Investment Company | — | — | — | $291K | 2.7% | |
| 9.50% | — | — | — | $197K | 1.8% | |
| TFLIC Stable Value Fund Stable Value Fund | — | — | — | $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% |