Anthony M. Ward ESQ. signed Xcellent Technology Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xcellent Technology Solutions' EIN is 20-2899786.
Download the official 2024 Form 5500 (PDF) for Xcellent Technology Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xcellent Technology Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2055 INV | Mutual Funds | — | — | $479K | 13.4% | |
| VANGUARD GROWTH INDEX ADML | Mutual Funds | — | — | $433K | 12.1% | |
| VANGUARD TARGET RETIREMENT 2040 INV | Mutual Funds | — | — | $392K | 11.0% | |
| VANGUARD TARGET RETIREMENT 2050 INV | Mutual Funds | — | — | $306K | 8.6% | |
| VANGUARD TARGET RETIREMENT 2060 INV | Mutual Funds | — | — | $285K | 8.0% | |
| VANGUARD TOTAL STOCK MARKET INDEX ADML | Common Collective Trusts | — | — | $258K | 7.2% | |
| VANGUARD TARGET RETIREMENT 2045 INV | Mutual Funds | — | — | $218K | 6.1% | |
| VANGUARD TARGET RETIREMENT 2025 INV | Mutual Funds | — | — | $194K | 5.4% | |
| VANGUARD TARGET RETIREMENT 2030 INV | Mutual Funds | — | — | $166K | 4.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV | Mutual Funds | — | — | $124K | 3.5% | |
| VANGUARD LONG TERM TREASURY ADMIRAL | Mutual Funds | — | — | $94K | 2.6% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | Other securities | — | — | $92K | 2.6% | |
| VANGUARD CASH RESERVES FEDERAL MONEY MARKET ADMIRAL | Mutual Funds | — | — | $80K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV | Mutual Funds | — | — | $77K | 2.1% | |
| MFS TECHNOLOGY R6 | Mutual Funds | — | — | $72K | 2.0% | |
| VANGUARD 500 INDEX ADML | Common Collective Trusts | — | — | $55K | 1.5% | |
| VICTORY NASDAQ-100 INDEX R6 | Other securities | — | — | $48K | 1.3% | |
| VANGUARD SMALL CAP GROWTH INDEX ADML | Mutual Funds | — | — | $45K | 1.3% | |
| Notes receivable from participants (9.50%) | Bonds / Notes | — | — | $27K | 0.8% | |
| FRANKLIN UTILITIES R6 | Mutual Funds | — | — | $19K | 0.5% | |
| MACQUARIE EXTENDED DURATION BOND R6 | Other securities | — | — | $18K | 0.5% | |
| Fidelity Japan Fund | Mutual Funds | — | — | $17K | 0.5% | |
| VANGUARD VALUE INDEX ADML | Mutual Funds | — | — | $16K | 0.4% | |
| FIRST EAGLE GOLD R6 | Other securities | — | — | $15K | 0.4% | |
| VANGUARD HIGH DIVIDEND YIELD INDEX ADML | Mutual Funds | — | — | $11K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADML | Mutual Funds | — | — | $9K | 0.2% | |
| MACQUARIE HIGH INCOME R6 | Other securities | — | — | $8K | 0.2% | |
| BLACKROCK MID-CAP VALUE K | Other securities | — | — | $3K | <0.1% | |
| DWS LATIN AMERICA EQUITY INST | Other securities | — | — | $3K | <0.1% | |
| VANGUARD ENERGY ADMN | Mutual Funds | — | — | $3K | <0.1% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD SHORT TERM TREASURY ADML | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD EMERGING MARKETS STOCK INDEX ADML | Mutual Funds | — | — | $1K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADML | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
