Plan Snapshot
- Plan Sponsor: Excel Electrical Technologies, INC.
- Sponsor EIN: 562300006
- Sponsor Address: 2015 VAUGHN ROAD NW, KENNESAW, GA, 30144
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 225
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 225 | $10.4M | $0 | $0 |
| 2024 | 158 | $10.9M | $119,881 | $662,845 |
| 2023 | 121 | $9.8M | $93,922 | $518,240 |
| 2022 | 122 | $9.1M | $101,433 | $559,031 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS L | Recordkeeper | $37,588 | — | $37,588 |
| RPA FINANCIAL LLC | Investment Advisor | $27,345 | — | $27,345 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $11,362 | $22 | $11,384 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,317
- Estimated Expense Ratio: 0.731% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,816,484 | — | $103,554 | — | — |
| 2024 | $92,412 | — | $92,412 | — | — |
| 2023 | $92,858 | — | $92,858 | — | — |
| 2022 | $95,040 | — | — | — | $95,040 |