How big is Xanitos Inc.'s plan?

Xanitos Inc.'s plan reported $6.0M in assets and 2,782 participants for 2024.

Original filing (PDF)20251013144113NAL0000722547001

Xanitos Inc.

Name: Xanitos Inc. — Xanitos Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Xanitos Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Xanitos Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Xanitos Inc.'s Xanitos Inc. 401(k) Profit Sharing Plan and Trust held $6.0M in plan assets for 2,782 participants in 2024, with Transamerica as recordkeeper.

Signals · 4

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued~88 bps in Sched C fees

Active participants

2,782

Accounts w/ balance

385

Plan assets (EOY)

$6.0M

Net assets (EOY)

$5.9M

People on this filing

Edward Crothall signed Xanitos Inc.'s 2024 Form 5500 as plan administrator.

Edward Crothall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Xanitos Inc.'s EIN is 26-1798735.

EIN 26-1798735

Plan number 001

Plan year 2024

ACK ID 20251013144113NAL0000722547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Xanitos Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Xanitos Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

XANITOS INC.

EIN

all filings

Address

17 CAMPUS BLVD., SUITE 150 · NEWTOWN SQUARE, PA · 19073

Phone

(484) 654-2345

Industry

Health Care & Social Assistance

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

2025-10-13

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$41K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SECURITIES AMERICA ADVISORS INC	47-0648506	—	INVESTMENT ADVISORY-PLAN	$13K	—

Investments

28 direct securities· $6.0M(99% of reported assets)

Other securities

$3.9M

18 holdings

Common Collective Trusts

$1.1M

3 holdings

Mutual Funds

$520K

5 holdings

Common Stocks

$294K

1 holding

Bonds / Notes

$193K

1 holding

					% of plan
Blackrock iShares S&P 500 Index K	Common Collective Trusts	—	—	$896K	14.8%
T. Rowe Price T. Rowe Price Ret 2050 I	Other securities	—	—	$456K	7.6%
JPMorgan Lg Cap Gr R6	Other securities	—	—	$431K	7.1%
T. Rowe Price T. Rowe Price Ret 2035 I	Other securities	—	—	$419K	6.9%
T. Rowe Price T. Rowe Price Ret 2045 I	Other securities	—	—	$357K	5.9%
T. Rowe Price T. Rowe Price Ret 2025 I	Other securities	—	—	$350K	5.8%
T. Rowe Price T. Rowe Price Ret 2030 I	Other securities	—	—	$345K	5.7%
T. Rowe Price T. Rowe Price Ret 2040 I	Other securities	—	—	$319K	5.3%
T. Rowe Price T. Rowe Price Ret 2020 I	Other securities	—	—	$316K	5.2%
Transamerica Life Ins Co Transamerica Stbl Val Core Op	Common Stocks	—	—	$294K	4.9%
Lord Abbett Lord Abbett Developing Gr R6	Mutual Funds	—	—	$265K	4.4%
Blackrock iShares Russell Mid-Cap Index K	Other securities	—	—	$247K	4.1%
T. Rowe Price T. Rowe Price Ret 2055 I	Other securities	—	—	$234K	3.9%
Participants Notes Receivable with an interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$193K	3.2%
American Funds American Funds Capital Inc Bldr R6	Mutual Funds	—	—	$146K	2.4%
Blackrock iShares Russell 2000 Small-cp Idx K	Common Collective Trusts	—	—	$136K	2.2%
American Century American Century Intl Gr R6	Other securities	—	—	$135K	2.2%
T. Rowe Price T. Rowe Price Ret 2060 I	Other securities	—	—	$100K	1.7%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$87K	1.4%
Loomis Sayles Loomis Sayles Inv Grade Bd N	Other securities	—	—	$60K	1.0%
T. Rowe Price T. Rowe Price Ret 2010 I 29 T. Rowe Price T. Rowe Price Ret 2015 I	Other securities	—	—	$60K	1.0%
Blackrock iShares MSCI EAFE Intl Idx K	Common Collective Trusts	—	—	$45K	0.7%
Hartford Dividend and Gr R6	Other securities	—	—	$31K	0.5%
MFS Mid Cap Val R6	Mutual Funds	—	—	$20K	0.3%
T. Rowe Price T. Rowe Price Ret 2005 I	Other securities	—	—	$7K	0.1%
T. Rowe Price T. Rowe Price Ret 2065 I	Other securities	—	—	$6K	0.1%
JPMorgan Small Cap Val R6	Other securities	—	—	$4K	<0.1%
Invesco Discv Mid Cap Gr R6	Mutual Funds	—	—	$2K	<0.1%