# Excel Machinery Employee Stock Ownership Plan DC Plan
Source: https://planprovider.pro/companies/excel-machinery-employee-stock-ownership-plan-plan

> Excel Machinery Employee Stock Ownership Plan's DC plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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