How big is XCEL Mechanical Systems, Inc.'s plan?

XCEL Mechanical Systems, Inc.'s plan reported $4.5M in assets and 56 participants for 2024.

Original filing (PDF)20250815113857NAL0010356721001

XCEL Mechanical Systems, Inc.

Name: XCEL Mechanical Systems, Inc. — XCEL Mechanical, Form 5500 (2024)
Creator: XCEL Mechanical Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XCEL Mechanical Systems, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · XCEL Mechanical Systems, Inc.'s XCEL Mechanical Systems, Inc. 401(k) Profit Sharing Plan held $4.5M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

XCEL Mechanical Systems, Inc.'s EIN is 95-4710375.

EIN 95-4710375

Plan number 001

Plan year 2024

ACK ID 20250815113857NAL0010356721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for XCEL Mechanical Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

XCEL Mechanical Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XCEL MECHANICAL SYSTEMS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score