Back to filter
Original filing (PDF)20240716093820NAL0001634963001
XACTRA TECHNOLOGIES INC
Form 5500-SF
FILING_RECEIVED
XACTRA TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XACTRA TECHNOLOGIES INC.
Plan sponsor
Name
XACTRA TECHNOLOGIES INC
EIN
16-1169905
Address
105 MCLAUGHLIN ROAD SUITE F · ROCHESTER, NY · 14614
Phone
(585) 283-4600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-16
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
LIBERTY FASTENER COMPANY
LIBERTY FASTENER COMPANY PROFIT SHARING 401K PLAN
$1.3M · 10 participants
UNITED ENGINEERED TOOLING INC
UNITED ENGINEERED TOOLING INC 401(K) PLAN
$1.3M · 15 participants
UNITED MACHINE & TOOL DESIGN CO., I
UNITED MACHINE & TOOL DESIGN CO., INC. 401(K) PLAN
$1.3M · 20 participants
RUBBER MOLD DESIGN LLC DBA DALIN MOLD AND MACHINE
DALIN MOLD 401 (K) PLAN
$1.3M · 5 participants
ABERDEEN MACHINE WORKS, INC.
ABERDEEN MACHINE WORKS, INC 401(K) PLAN
$1.3M · 6 participants
N. H. MACHINING, INC.
N. H. MACHINING, INC. EMPLOYEE SAVINGS PLAN
$1.3M · 19 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B