Charlotte Ricaud signed Excel Contractors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excel Contractors, LLC's EIN is 72-0969587.
Download the official 2024 Form 5500 (PDF) for Excel Contractors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Contractors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | SERVICE PROVIDER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.5M | 15.8% | |
| MYCOMPASS INDEX MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $6.3M | 11.8% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $6.3M | 11.7% | |
| MYCOMPASS INDEX MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $5.5M | 10.3% | |
| MYCOMPASS INDEX MODERATE 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $5.0M | 9.3% | |
| MYCOMPASS IND MOD RET FD R WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $3.7M | 6.9% | |
| MYCOMPASS INDEX MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $3.7M | 6.9% | |
| * Voya Retirement Insurance and Annuity Company Voya Fixed Account - at contract value | Guaranteed Income / GIC | — | — | $2.7M | 5.0% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | Common Stocks | — | — | $1.8M | 3.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 2.7% | |
| BlackRock Mid-Cap Grw Eq Por K Registered Investment Company | Common Stocks | — | — | $1.4M | 2.6% | |
| Vanguard Balanced Index Fund Admiral | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| Voya Intermediate Bond Fund R6 | Other securities | — | — | $1.2M | 2.2% | |
| JPMorgan U.S. Research Enhanced Equity Fund R6 | Other securities | — | — | $1.2M | 2.2% | |
| Notes receivable from participants Maturity dates range from 2025 to 2034 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 2.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2045 FUN WILMINGTON TRUST, N.A. · EIN 38-4097329 / PN 475 | Common Collective Trust | — | — | $596K | 1.1% | |
| Invesco Discovery Fund R6 | Mutual Funds | — | — | $491K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund Class Z | Other securities | — | — | $490K | 0.9% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN WILMINGTON TRUST, N.A. · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $353K | 0.7% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | Common Collective Trusts | — | — | $328K | 0.6% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $328K | 0.6% | |
| American Funds New WCM World R6 | Mutual Funds | — | — | $244K | 0.5% | |
| MYCOMPASS INDEX AGGRESSIVE RETIREME WILMINGTON TRUST, N.A. · EIN 38-4097326 / PN 472 | Common Collective Trust | — | — | $211K | 0.4% | |
| MYCOMPASS INDEX CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 38-4097340 / PN 486 | Common Collective Trust | — | — | $209K | 0.4% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F WILMINGTON TRUST, N.A. · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $201K | 0.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $160K | 0.3% | |
| MYCOMPASS INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $158K | 0.3% | |
| American Century Small Cap Value Fund R6 | Other securities | — | — | $118K | 0.2% | |
| MYCOMPASS INDEX CONSERVATIVE 2035 F WILMINGTON TRUST, N.A. · EIN 38-4097338 / PN 484 | Common Collective Trust | — | — | $112K | 0.2% | |
| MYCOMPASS INDEX AGGRESSIVE 2035 FUN WILMINGTON TRUST, N.A. · EIN 38-4097328 / PN 474 | Common Collective Trust | — | — | $77K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $62K | 0.1% | |
| Fidelity Low Priced Stk K6 | Mutual Funds | — | — | $53K | <0.1% | |
| MYCOMPASS INDEX CONSERVATIVE 2065 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271386 / PN 767 | Common Collective Trust | — | — | $26K | <0.1% |
