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Original filing (PDF)20250925130605NAL0012212946001
XTIVIA, INC.
Form 5500
FILING_RECEIVED
XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
185
Accounts w/ balance
198
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XTIVIA, INC..
Plan sponsor
Name
XTIVIA, INC.
EIN
13-4054927
Address
2035 LINCOLN HIGHWAY SUITE 1010 · EDISON, NJ · 08817
Phone
(719) 309-1121
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BECHER DELLA TORRE GITTO & COMP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $4K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APW CAPITAL INC | — | ROCKAWAY, NJ | BROKER/ADVISER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| APW CAPITAL INC | — | ROCKAWAY, NJ | OTHER | $0 | — |
Investments
42 direct securities· $32.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Fund | — | — | — | $4.5M | 13.7% | |
| Vanguard Target Retirement 2025 INV | — | — | — | $3.1M | 9.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.6M | 8.0% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $2.4M | 7.3% | |
| Vanguard Target Retirement 2035 INV | — | — | — | $2.2M | 6.7% | |
| Vanguard Target Retirement 2040 INV | — | — | — | $2.1M | 6.5% | |
| Vanguard Equity-Income Admiral Fund | — | — | — | $1.8M | 5.6% | |
| Vanguard Target Retirement 2030 INV | — | — | — | $1.7M | 5.1% | |
| Key Guaranteed Portfolio Fund | — | — | — | $1.5M | 4.5% | |
| Vanguard Total World Stock Index Admiral Fund | — | — | — | $1.2M | 3.6% | |
| Vanguard Balanced Index Admiral Fund | — | — | — | $1.1M | 3.4% | |
| Vanguard Total International Stock Index Admiral Fund | — | — | — | $746K | 2.3% | |
| Vanguard Total Stock Market Index Admiral Fund | — | — | — | $719K | 2.2% | |
| Vanguard Intermediate Bond Index Admiral Fund | — | — | — | $706K | 2.2% | |
| Vanguard Mid-Cap Growth Index Admiral Fund | — | — | — | $694K | 2.1% | |
| Vanguard Target Retirement 2055 INV | — | — | — | $599K | 1.8% | |
| Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $460K | 1.4% | |
| Fidelity Advisor Strategic Income Z | — | — | — | $449K | 1.4% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $389K | 1.2% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $365K | 1.1% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $336K | 1.0% | |
| Vanguard Target Retirement 2050 INV | — | — | — | $316K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $310K | 1.0% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $255K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral Fund | — | — | — | $214K | 0.7% | |
| American Funds New Perspective R6 | — | — | — | $193K | 0.6% | |
| American Funds New World R6 Fund | — | — | — | $180K | 0.6% | |
| Participant loans | — | — | — | $178K | 0.5% | |
| Vanguard Inflation-Protected SECS Admiral Fund | — | — | — | $162K | 0.5% | |
| American Funds Capital Inc Bldr R6 | — | — | — | $158K | 0.5% | |
| Vanguard Extended Market Index Admiral Fund | — | — | — | $139K | 0.4% | |
| Fidelity Advisor Capital & Income Z | — | — | — | $128K | 0.4% | |
| Vanguard Target Retirement Income INV | — | — | — | $114K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth INV | — | — | — | $98K | 0.3% | |
| Vanguard International Growth ADM | — | — | — | $96K | 0.3% | |
| Vanguard Target Retirement 2060 INV | — | — | — | $95K | 0.3% | |
| Vanguard Total International Bond Index Admiral Fund | — | — | — | $80K | 0.2% | |
| Invesco Oppenheimer International Growth Fund | — | — | — | $72K | 0.2% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $70K | 0.2% | |
| Vanguard Target Retirement 2020 INV | — | — | — | $69K | 0.2% | |
| Vanguard International Explorer Fund | — | — | — | $54K | 0.2% | |
| Vanguard Total World Stock Index INV | — | — | — | $69 | <0.1% |
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