Original filing (PDF)20251015122110NAL0006053904001

BORRELL ELECTRIC CO., INC.

Name: BORRELL ELECTRIC CO., INC. — BORRELL ELECTRIC CO., INC. 401(K) PLAN, Form 5500 (2024)
Creator: BORRELL ELECTRIC CO., INC.

Form 5500

FILING_RECEIVED

BORRELL ELECTRIC CO., INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

27% in single holding

Active participants

156

Accounts w/ balance

122

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Knocking points off

Top holding "Fidelity Fidelity 500 Index" is 27% of plan.
43 bps in Schedule C fees — modestly above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORRELL ELECTRIC CO., INC..

Plan sponsor

Name

BORRELL ELECTRIC CO., INC.

EIN

59-3365401

Address

3601 NORTH NEBRASKA AVENUE · TAMPA, FL · 336035011

Phone

(813) 223-2727

Industry

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

2025-10-15

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)

Auditor

PRIDA, GUIDA & PEREZ, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	—	DALLAS, TX	INVESTMENT ADVISOR	$18K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Investments

28 direct securities· $12.5M(99% of reported assets)

Uncategorized

$12.1M

27 holdings

Mutual Funds

$337K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index	—	—	—	$3.3M	26.4%
Fixed Annuity Contract * Empower EI Fixed Account - Series Class II	—	—	—	$1.2M	9.9%
JP Morgan JPMorgan Large Cap Growth R6	—	—	—	$1.2M	9.5%
American Century American Century One Choice 2035 R6	—	—	—	$1.2M	9.2%
MFS Intl Diversification R6	—	—	—	$906K	7.2%
Vanguard Information Technology Idx Adm	—	—	—	$696K	5.5%
American Century American Century One Choice 2030 R6	—	—	—	$647K	5.2%
American Funds American Funds New Perspective R6	—	—	—	$516K	4.1%
Dodge & Cox Dodge & Cox Income X	—	—	—	$356K	2.8%
American Century American Century One Choice 2025 R6	Mutual Funds	—	—	$337K	2.7%
secured by participant accounts $-0-	—	—	—	$336K	2.7%
American Century American Century One Choice 2040 R6	—	—	—	$297K	2.4%
MFS Mid Cap Growth R6	—	—	—	$260K	2.1%
MFS Value R6	—	—	—	$249K	2.0%
Virtus Ceredex Mid-Cap Value Equity R6	—	—	—	$164K	1.3%
American Century American Century One Choice 2045 R6	—	—	—	$156K	1.2%
Fidelity Small Cap Index	—	—	—	$137K	1.1%
Fidelity Mid Cap Index	—	—	—	$131K	1.0%
Invesco Small Cap Growth R6	—	—	—	$65K	0.5%
American Century American Century One Choice 2060 R6	—	—	—	$52K	0.4%
Cohen & Steers Cohen & Steers Realty Shares Z	—	—	—	$48K	0.4%
American Funds American Funds New World Fund R3	—	—	—	$48K	0.4%
American Century American Century One Choice In Retire R6	—	—	—	$36K	0.3%
American Century American Century One Choice 2055 R6	—	—	—	$30K	0.2%
American Century American Century One Choice 2065 R6	—	—	—	$30K	0.2%
American Funds American Funds US Government Sec R6	—	—	—	$19K	0.2%
DFA US Targeted Value I	—	—	—	$17K	0.1%
American Century American Century One Choice 2050 R6	—	—	—	$11K	<0.1%