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Original filing (PDF)20251008104327NAL0003202195001
EXXEL PACIFIC, INC.
Form 5500
FILING_RECEIVED
EXXEL PACIFIC, INC. BENEFIT PLAN
401(k) retirement plan
Active participants
150
Accounts w/ balance
171
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
How this plan invests
This plan
30 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
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXXEL PACIFIC, INC..
Plan sponsor
Name
EXXEL PACIFIC, INC.
EIN
91-1443056
Address
323 TELEGRAPH ROAD · BELLINGHAM, WA · 98226
Phone
(360) 734-2872
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $23K | — |
| CAMBRIDGE INVESTMENT RESEARCH INC | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $23K | — |
Investments
30 direct securities· $31.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Fund R6 Mutual Fund | — | — | — | $4.9M | 15.4% | |
| American Funds 2035 Target Date Fund R6 Mutual Fund | — | — | — | $4.3M | 13.7% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund | — | — | — | $4.2M | 13.2% | |
| American Funds 2030 Target Date Fund R6 Mutual Fund | — | — | — | $2.9M | 9.1% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund | — | — | — | $2.3M | 7.4% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund | — | — | — | $2.3M | 7.3% | |
| American Funds Growth Fund Of Amer R6 Mutual Fund | — | — | — | $2.0M | 6.2% | |
| American Funds 2025 Target Date Fund R6 Mutual Fund | — | — | — | $1.7M | 5.5% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund | — | — | — | $1.3M | 4.3% | |
| American Funds Us Govt Money Market R6 Money Market Fund | — | — | — | $1.2M | 3.7% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.1M | 3.5% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $499K | 1.6% | |
| Federated Hermes Kaufmann Small Cp Fd R6 Mutual Fund | — | — | — | $407K | 1.3% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $297K | 0.9% | |
| Participant loans Bearing interest at 5.25%-10.50% $ - | — | — | — | $276K | 0.9% | |
| American Funds Capital Inc Bldr R6 Mutual Fund | — | — | — | $246K | 0.8% | |
| Fidelity International Index Mutual Fund | — | — | — | $241K | 0.8% | |
| Pimco Total Return Instl Mutual Fund | — | — | — | $217K | 0.7% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $202K | 0.6% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $154K | 0.5% | |
| Calvert Growth Allocation I Mutual Fund | — | — | — | $148K | 0.5% | |
| American Funds 2020 Target Date Fund R6 Mutual Fund | — | — | — | $144K | 0.5% | |
| American Funds Interm Bd Fd Of Amer R6 Mutual Fund | — | — | — | $122K | 0.4% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund | — | — | — | $116K | 0.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $69K | 0.2% | |
| American Funds Europacific Gr R6 Mutual Fund | — | — | — | $57K | 0.2% | |
| Templeton Developing Markets Adv Mutual Fund | — | — | — | $52K | 0.2% | |
| Calvert Conservative Allocation I Mutual Fund | — | — | — | $52K | 0.2% | |
| American Funds 2010 Target Date Fund R6 Mutual Fund ** $ | — | — | — | $26K | <0.1% | |
| Jpmorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $2K | <0.1% |
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