· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
XCEL PRODUCTS, INC. — XCEL PRODUCTS, INC. AND STEPHEN L. PETERSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825122506NAL0013681728001
XCEL PRODUCTS, INC.
Form 5500-SF
FILING_RECEIVED
XCEL PRODUCTS, INC. AND STEPHEN L. PETERSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
29
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
XCEL PRODUCTS, INC.
.
Find decision makers
Plan sponsor
Name
XCEL PRODUCTS, INC.
EIN
77-0640317
Address
8900 109TH AVE. N. · CHAMPLIN, MN · 55316
Phone
(763) 231-3040
Industry
Manufacturing
see 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
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
ROTUBA EXTRUDERS, INC.
ROTUBA EXTRUDERS, INC. 401(K) PLAN
$2.8M · 70 participants
POLYFORM, INC.
POLYFORM 401(K) RETIREMENT PLAN
$2.8M · 35 participants
GRASSWORX, LLC
GRASSWORX, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$2.7M · 34 participants
OKNA WINDOWS CORPORATION
OKNA WINDOWS CORPORATION 401(K) PLAN
$2.8M · 312 participants
ANN ARBOR PLASTICS, INC.
ANN ARBOR PLASTICS, INC. RETIREMENT SAVINGS PLAN
$2.8M · 7 participants
100
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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NEW APOLLO CORPORATION
NEW APOLLO CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 16 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
