Randall Lunsford signed Excel Machinery Employee Stock Ownership Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excel Machinery Employee Stock Ownership Plan's EIN is 86-0848813.
Download the official 2024 Form 5500 (PDF) for Excel Machinery Employee Stock Ownership Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excel Machinery Employee Stock Ownership Plan's plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYMMETRY PARTNERS | — | GLASTONBURY, CT | FINANCE/INVESTING | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| West Amatex, Inc. Common Stock - 402,189.0319 shares allocated | Common Stocks | — | $1.5M | $21.1M | 75.4% | |
| West Amatex, Inc. Common Stock - 97,810.9681 shares unallocated** | Common Stocks | — | $367K | $5.1M | 18.3% | |
| Symmetry Partners, L.L.C. Mutual Funds and Cash | Cash / Money Market | — | $1.8M | $1.8M | 6.3% |
