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Original filing (PDF)20251001123006NAL0031613266001
XOR SECURITY LLC
Form 5500
FILING_RECEIVED
XOR SECURITY LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 3.0 mo34% in single holding
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
29 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
88
Concentration risk
83
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- Top holding "Fidelity Advisor Balanced A Mutual Fund" is 34% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XOR SECURITY LLC.
Plan sponsor
Name
XOR SECURITY LLC
EIN
26-0339711
Address
3120 FAIRVIEW PARK DR · FALLS CHURCH, VA · 220424568
Phone
(703) 650-8853
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-08-15
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $7.9M
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Balanced A Mutual Fund | — | — | — | $2.7M | 33.8% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $983K | 12.4% | |
| Lessor or Similar Party Investment ** Value Fidelity 500 Index Mutual Fund | — | — | — | $700K | 8.9% | |
| Fidelity Advisor Growth Opportunities I Mutual Fund | — | — | — | $662K | 8.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $492K | 6.2% | |
| Fidelity Advisor Equity Growth A Mutual Fund | — | — | — | $389K | 4.9% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $276K | 3.5% | |
| Vanguard Small Cap Value Index Adm Mutual Fund | — | — | — | $276K | 3.5% | |
| Vanguard Money Market Reserves Federal Money Market Fund | — | — | — | $179K | 2.3% | |
| Vanguard Mid Cap Value Index Adm Mutual Fund | — | — | — | $178K | 2.3% | |
| Vanguard Large Cap Index Adm Mutual Fund | — | — | — | $168K | 2.1% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $138K | 1.7% | |
| Fidelity Advisor Equity Income A Mutual Fund | — | — | — | $107K | 1.4% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $99K | 1.3% | |
| Fidelity Advisor New Insights A Mutual Fund | — | — | — | $88K | 1.1% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $85K | 1.1% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $66K | 0.8% | |
| Fidelity Advisor Mid Cap II A Mutual Fund | — | — | — | $59K | 0.8% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $58K | 0.7% | |
| Fidelity Advisor Government Income A Mutual Fund | — | — | — | $49K | 0.6% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $40K | 0.5% | |
| Vanguard Intermediate-Term Treasury Index Adm Mutual Fund | — | — | — | $39K | 0.5% | |
| Fidelity Advisor Strategic Income A Mutual Fund | — | — | — | $23K | 0.3% | |
| Fidelity Advisor Freedom 2045 A Mutual Fund | — | — | — | $20K | 0.2% | |
| Fidelity Advisor Strategic Dividend & Income M Mutual Fund | — | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $17K | 0.2% | |
| Fidelity Advisor Freedom 2050 A Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $1K | <0.1% |
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