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Original filing (PDF)20251009121717NAL0006967025001
EXCELITAS TECHNOLOGIES
Form 5500
FILING_RECEIVED
EXCELITAS TECHNOLOGIES SAVINGS PLAN
401(k) retirement plan
Active participants
1,037
Accounts w/ balance
1,653
Plan assets (EOY)
$173.7M
Net assets (EOY)
$173.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCELITAS TECHNOLOGIES.
Plan sponsor
Name
EXCELITAS TECHNOLOGIES
EIN
61-1624649
Address
1 FORTUNE DRIVE · BILLERICA, MA · 01821
Phone
(781) 522-5923
Industry
Wholesale Tradesee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
G.T. REILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $120K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| G.T. REILLY & CO. | 04-2513210 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
32 direct securities · 2 pooled funds· $173.7M(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
$166.6M
32 holdings
Common Collective Trust
$7.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Investor Class Mutual Fund | — | — | — | $27.4M | 15.8% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $19.8M | 11.4% | |
| Vanguard Target Ret 2035 Mutual Fund | — | — | — | $17.3M | 9.9% | |
| Vanguard Target Ret 2030 Mutual Fund | — | — | — | $16.8M | 9.7% | |
| Vanguard Target Ret 2025 Mutual Fund | — | — | — | $11.3M | 6.5% | |
| Vanguard Target Ret 2040 Mutual Fund | — | — | — | $8.7M | 5.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.8M | 3.9% | |
| Fidelity Extended Market Index Fund Premium Class Mutual Fund | — | — | — | $6.5M | 3.8% | |
| Vanguard Target Ret 2045 Mutual Fund | — | — | — | $6.1M | 3.5% | |
| Neuberger Berman Genesis Trust Mutual Fund | — | — | — | $5.4M | 3.1% | |
| Vanguard Target Ret 2050 Mutual Fund | — | — | — | $5.0M | 2.9% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $4.9M | 2.8% | |
| Vanguard Target Ret 2020 Mutual Fund | — | — | — | $4.8M | 2.8% | |
| Vanguard Target Ret 2055 Mutual Fund | — | — | — | $3.4M | 1.9% | |
| Fidelity Government Cash Reserve Mutual Fund 37 * Fidelity International Index Fund Premium Class Mutual Fund | — | — | — | $3.2M | 1.9% | |
| Vanguard Target Ret Income Mutual Fund | — | — | — | $3.1M | 1.8% | |
| Vanguard Target Ret 2060 Mutual Fund | — | — | — | $2.9M | 1.7% | |
| Blackrock Core Bond Inst Mutual Fund | — | — | — | $2.8M | 1.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $2.5M | 1.4% | |
| Blackrock High Yield Bond Inst Mutual Fund | — | — | — | $2.0M | 1.2% | |
| Notes receivable from participants Interest rate – 4.25% to 10.5% | — | — | — | $1.8M | 1.1% | |
| Self-directed Brokerage accounts Self-directed brokage account | — | — | — | $1.7M | 1.0% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | — | — | — | $1.7M | 1.0% | |
| Invesco Developing Markets Fund Class Y Mutual Fund | — | — | — | $1.4M | 0.8% | |
| JP Morgan Small Cap Value Fund Class R6 Mutual Fund | — | — | — | $1.2M | 0.7% | |
| MFS Mid Cap Value Fund Class R3 Mutual Fund | — | — | — | $1.1M | 0.6% | |
| DFA U.S. Small Cap Portfolio Institutional Class Mutual Fund | — | — | — | $997K | 0.6% | |
| Vanguard Target Ret 2065 Mutual Fund | — | — | — | $757K | 0.4% | |
| Harbor International Fund Institutional Class Mutual Fund | — | — | — | $689K | 0.4% | |
| DFA Inflation-Protected Securities Mutual Fund | — | — | — | $531K | 0.3% | |
| Thornburg Limited Term Income R5 Fund Mutual Fund | — | — | — | $401K | 0.2% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $307K | 0.2% | |
| PIMCO International Bond Fund UH A Mutual Fund | — | — | — | $214K | 0.1% | |
| Vanguard Target Ret 2070 Mutual Fund | — | — | — | $58K | <0.1% |
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