Original filing (PDF)20250922175007NAL0008052242001

EXCELL REFRIGERATION OF SC

Name: EXCELL REFRIGERATION OF SC — EXCELL REFRIGERATION OF SC 401(K) PLAN, Form 5500 (2024)
Creator: EXCELL REFRIGERATION OF SC

Form 5500-SF

FILING_RECEIVED

EXCELL REFRIGERATION OF SC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCELL REFRIGERATION OF SC.

Plan sponsor

Name

EXCELL REFRIGERATION OF SC

EIN

57-1040773

Address

359 RIVERCHASE WAY · LEXINGTON, SC · 29072

Phone

(803) 939-1917

Industry

Plumbing, Heating, AC 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

2025-09-22

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

BOULANGER'S PLUMBING & HEATING, INC.

BOULANGER'S PLUMBING & HEATING 401(K) PLAN

$3.6M · 41 participants

RELY-ON SPRAY BOOTH CO., INC.

RELY-ON SPRAY BOOTH CO., INC. 401(K) PROFIT SHARING PLAN

$3.6M · 8 participants

A. D. WINSTON SERVICE, INC.

A. D. WINSTON SERVICE, INC. PROFIT SHARING PLAN

$3.6M · 4 participants

PIPCO AIR CONDITIONING & HEATING CO., INC.

PIPCO AIR CONDITIONING & HEATING CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

$3.6M · 17 participants

TRETHEWEY BROTHERS, INC.