Back to filter
Original filing (PDF)20250513113352NAL0026485328001
EXCEL MACHINERY, LTD.
Form 5500
FILING_RECEIVED
EXCEL MACHINERY, LTD. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
138
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEL MACHINERY, LTD..
Plan sponsor
Name
EXCEL MACHINERY, LTD.
EIN
75-2682704
Address
PO BOX 31118 · AMARILLO, TX · 791201118
Phone
(806) 335-1553
Industry
Manufacturingsee 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
2025-05-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $357K
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | $357K | 100.0% |
Related plans
Similar-size Manufacturing plans
DE & T US INC
DE & T US INC CHAMBER BENEFIT ARRANGEMENT PLAN
$0
LAKE SHORE SYSTEMS, INC.
LAKE SHORE SYSTEMS, INC. 401K PLAN
$0
ALO USA INC.
ALO USA INC. 401(K) PLAN
$0
RIO GRANDE VALLEY SUGAR GROWERS
RIO GRANDE VALLEY SUGAR GROWERS, INC. EMPLOYEES' RETIREMENT PLAN
$0
HERCHLER HOMES LLC
HERCHLER HOMES LLC 401(K) PROFIT SHARING PLAN & TRUST
$0
SUTTER BUTTES MANUFACTURING LLC
SUTTER BUTTES MFG LLC 401K PROFIT SHARING PLAN
$0
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants