How big is Borrell Electric Co., Inc.'s plan?

Borrell Electric Co., Inc.'s plan reported $12.6M in assets and 156 participants for 2024.

Original filing (PDF)20251015122110NAL0006053904001

Borrell Electric Co., Inc.

Name: Borrell Electric Co., Inc. — Borrell Electric Co., Form 5500 (2024)
Creator: Borrell Electric Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Borrell Electric Co., Inc. 401(k) Plan

401(k) retirement plan · Borrell Electric Co., Inc.'s Borrell Electric Co., Inc. 401(k) Plan held $12.6M in plan assets for 156 participants in 2024, with Empower as recordkeeper.

Signals · 1

27% in single holding

Active participants

156

Accounts w/ balance

122

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

Bryan Menendez signed Borrell Electric Co., Inc.'s 2024 Form 5500 as plan administrator.

Bryan Menendez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Borrell Electric Co., Inc.'s EIN is 59-3365401.

EIN 59-3365401

Plan number 001

Plan year 2024

ACK ID 20251015122110NAL0006053904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Borrell Electric Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Borrell Electric Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BORRELL ELECTRIC CO., INC..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

BORRELL ELECTRIC CO., INC.

EIN

all filings

Address

3601 NORTH NEBRASKA AVENUE · TAMPA, FL · 336035011

Phone

(813) 223-2727

Industry

Construction

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)

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	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC

Investments

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

Other securities

$5.4M

14 holdings

Common Collective Trusts

$4.0M

2 holdings

Mutual Funds

$3.0M

12 holdings

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