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Original filing (PDF)20250916213154NAL0002127505001
X CORP.
Form 5500
FILING_RECEIVED
X CORP. 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
823
Accounts w/ balance
5,440
Plan assets (EOY)
$574.3M
Net assets (EOY)
$574.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund Mutual Fund" is 25% of plan.
- 13 bps in Schedule C fees — 116% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for X CORP..
Plan sponsor
Name
X CORP.
EIN
20-8913779
Address
1355 MARKET STREET · SAN FRANCISCO, CA · 94103
Phone
(650) 274-4614
Industry
Information / Tech / Mediasee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $476K | — |
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | NONE | $128K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $117K | — |
| MILLER KAPLAN ARASE, LLP | 95-2036255 | — | NONE | $24K | — |
Investments
13 direct securities · 14 pooled funds· $574.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$296.2M
13 holdings
Common Collective Trust
$278.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $144.4M | 25.1% | |
| TRP RETIREMENT 2050 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $68.6M | 12.0% | |
| TRP RETIREMENT 2055 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $67.7M | 11.8% | |
| TRP RETIREMENT 2045 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $49.7M | 8.7% | |
| Vanguard Extended Market Index Fund Mutual Fund | — | — | — | $40.4M | 7.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $32.7M | 5.7% | |
| TRP RETIREMENT 2060 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $31.6M | 5.5% | |
| TRP RETIREMENT 2040 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $26.4M | 4.6% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $18.4M | 3.2% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $15.0M | 2.6% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | — | — | — | $14.4M | 2.5% | |
| TRP RETIREMENT 2035 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $13.3M | 2.3% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $9.1M | 1.6% | |
| TRP RETIREMENT 2030 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $6.8M | 1.2% | |
| JPMorgan U.S. Small Company Fund Mutual Fund | — | — | — | $6.7M | 1.2% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $6.2M | 1.1% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $5.6M | 1.0% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.2M | 0.9% | |
| TRP RETIREMENT 2025 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 37-6496447 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $2.2M | 0.4% | |
| TRP RETIREMENT 2065 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| TRP RETIREMENT 2020 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| TRP RETIREMENT 2010 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $842K | 0.1% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $770K | 0.1% | |
| TRP RETIREMENT 2005 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $769K | 0.1% | |
| maturing through February 2032 | — | — | — | $456K | <0.1% | |
| TRP RETIREMENT 2015 TRUST CLASS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $426K | <0.1% |