Plan Snapshot
- Plan Sponsor: Excel Machinery Employee Stock Ownership Plan
- Sponsor EIN: 860848813
- Sponsor Address: PO BOX 31118, AMARILLIO, TX, 79120
- Plan Type: DC
- Total Participants: 94
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $28.0M | $1.0M | $0 |
| 2023 | 90 | $25.2M | $240,296 | $0 |
| 2022 | 83 | $26.5M | $826,069 | $0 |
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 |
|---|---|---|---|---|
| SYMMETRY PARTNERS | FINANCE/INVESTING | $28,426 | — | $28,426 |
| STEWART MARTIN DUDLEY WEBB, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMMETRY PARTNERS — FINANCE/INVESTING
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,426
- Estimated Expense Ratio: 0.101% 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 |
|---|---|---|---|---|---|
| 2024 | $28,426 | — | — | — | — |
| 2023 | $28,236 | — | — | — | — |
| 2022 | $28,248 | $28,248 | — | — | — |