Original filing (PDF)20251003080917NAL0000716227001

XS BROKERS

Name: XS BROKERS — XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: XS BROKERS

Form 5500

FILING_RECEIVED

XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

203

Accounts w/ balance

214

Plan assets (EOY)

$25.2M

Net assets (EOY)

$25.2M

How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XS BROKERS.

Plan sponsor

Name

XS BROKERS

EIN

04-2658206

Address

13 TEMPLE STREET · QUINCY, MA · 02169

Phone

(617) 471-7171

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$47K	—

Investments

44 direct securities· $25.2M(100% of reported assets)

Other securities

$24.6M

43 holdings

Cash / Money Market

$597K

1 holding

					% of plan
Fidelity Freedom Index 2050 Fund Institutional Premium Class	Other securities	—	—	$2.6M	10.2%
Fidelity 500 Index Fund	Other securities	—	—	$2.5M	10.0%
Fidelity Contrafund - Class K	Other securities	—	—	$2.2M	8.9%
Fidelity Freedom Index 2035 Fund Institutional Premium Class	Other securities	—	—	$2.2M	8.6%
Fidelity Freedom Index 2055 Fund Institutional Premium Class	Other securities	—	—	$1.9M	7.5%
Fidelity Freedom Index 2045 Fund Institutional Premium Class	Other securities	—	—	$1.8M	7.1%
Fidelity Freedom Index 2030 Fund Institutional Premium Class	Other securities	—	—	$1.3M	5.3%
Fidelity Freedom Index 2040 Fund Institutional Premium Class	Other securities	—	—	$1.2M	4.8%
Fidelity Total Bond Fund	Other securities	—	—	$1.1M	4.2%
Fidelity International Discovery Fund - Class K	Other securities	—	—	$1.0M	4.0%
Fidelity Freedom Index 2025 Fund Institutional Premium Class	Other securities	—	—	$871K	3.5%
Fidelity Global ex U.S. Index Fund	Other securities	—	—	$736K	2.9%
Allspring Emerging Markets Equity Fund - Class Admin	Other securities	—	—	$687K	2.7%
Fidelity Stock Selector Large Cap Value Fund	Other securities	—	—	$618K	2.4%
Fidelity Government Money Market Fund	Cash / Money Market	—	—	$597K	2.4%
Notes Receivable from Participants	Other securities	—	—	$424K	1.7%
Fidelity Stock Selector Small Cap Fund	Other securities	—	—	$403K	1.6%
Fidelity Freedom Index 2060 Fund Institutional Premium Class	Other securities	—	—	$402K	1.6%
Fidelity Freedom Index 2065 Fund Institutional Premium Class	Other securities	—	—	$393K	1.6%
Fidelity Capital Appreciation Fund	Other securities	—	—	$319K	1.3%
Vanguard Mid-Cap Index Fund Admiral Shares	Other securities	—	—	$311K	1.2%
Invesco Diversified Dividend Fund R5 Class	Other securities	—	—	$269K	1.1%
Fidelity U.S. Bond Index Fund	Other securities	—	—	$249K	1.0%
Fidelity Capital & Income Fund	Other securities	—	—	$207K	0.8%
Fidelity Value Fund - Class K	Other securities	—	—	$127K	0.5%
Janus Henderson Triton Fund Class T	Other securities	—	—	$113K	0.4%
Fidelity Disciplined Equity Fund - Class K	Other securities	—	—	$103K	0.4%
Neuberger Berman Mid Cap Growth Trust	Other securities	—	—	$99K	0.4%
Fidelity Freedom Income Fund Class K6	Other securities	—	—	$70K	0.3%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$65K	0.3%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$57K	0.2%
Fidelity Freedom Index 2020 Fund Institutional Premium Class	Other securities	—	—	$45K	0.2%
Vanguard Small Cap Value Index Fund Admiral Shares	Other securities	—	—	$43K	0.2%
Fidelity Low-Priced Stock Fund - Class K	Other securities	—	—	$32K	0.1%
Fidelity Real Estate Investment Portfolio	Other securities	—	—	$31K	0.1%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$21K	<0.1%
Allspring Small Company Value Fund - Class A	Other securities	—	—	$16K	<0.1%
Vanguard International Growth Fund Admiral Shares	Other securities	—	—	$14K	<0.1%
Templeton Global Bond Fund - Class A	Other securities	—	—	$11K	<0.1%
Fidelity Freedom Index 2015 Fund Institutional Premium Class	Other securities	—	—	$10K	<0.1%
Fidelity Balanced Fund - Class K	Other securities	—	—	$3K	<0.1%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$442	<0.1%
Fidelity Natural Resources Fund	Other securities	—	—	$404	<0.1%
Fidelity Freedom Index 2070 Fund Institutional Premium Class	Other securities	—	—	$237	<0.1%