Retirement plan

EMI 401(K) PLAN

Name: EXCEL MANUFACTURING, INC. - EMI 401(K) PLAN (2025) Form 5500
Creator: EXCEL MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMI 401(K) PLAN, EXCEL MANUFACTURING, INC.

EXCEL MANUFACTURING, INC.EIN 85-0397816Plan #002PY 2025

9916 COCHITI RD. SE - ALBUQUERQUE, NM 87123505-271-8858

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$984K

+29.0% from 2024

Total participants

0.0% from 2024

Average account balance

$82,019

+29.0% from 2024

Annual return

17.66%

+4.52 pp from 2024

Benchmarks

See 15,543 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort15,543 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$984K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$82K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$858

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$1030 / participant

Other / not subdivided$10K100.0%

% of EOY assets

1.046%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,019

$126,661-35.2%

$113,397-27.7%

$138,895-40.9%

Participation rate

100.0%

79.4%+20.6pp

76.5%+23.5pp

79.9%+20.1pp

Annual return

17.66%

25.05%-7.4pp

23.20%-5.5pp

145.39%-127.7pp

Employer contribution / active EE

$3,353

$3,456-3.0%

$2,977+12.6%

$4,194-20.1%

Participant deferral / active EE

$5,487

$5,693-3.6%

$5,076+8.1%

$6,396-14.2%

Admin fee / account holder

$858

$14,549-94.1%

$11,957-92.8%

$12,562-93.2%

EMI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMI 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion