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Original filing (PDF)20250819131359NAL0002246721001
CELERITY GOVERNMENT SOLUTIONS, LLC DBA XCELERATE SOLUTIONS
Form 5500
FILING_RECEIVED
XCELERATE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
550
Accounts w/ balance
603
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 76% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELERITY GOVERNMENT SOLUTIONS, LLC DBA XCELERATE SOLUTIONS.
Plan sponsor
Name
CELERITY GOVERNMENT SOLUTIONS, LLC DBA XCELERATE SOLUTIONS
EIN
27-0790328
Address
8405 GREENSBORO DRIVE · MC LEAN, VA · 221025110
Phone
(703) 462-1500
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
2024-12-31
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $76K | — |
Investments
30 direct securities · 3 pooled funds· $14.9M(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
$10.2M
28 holdings
Mutual Funds
$2.0M
1 holding
Common Collective Trust
$1.5M
2 holdings
Guaranteed Income / GIC
$1.2M
1 holding
Pooled Separate Account
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fund | Mutual Funds | — | — | $2.0M | 13.7% | |
| JP Morgan Investment JPMorgan Emerging Large Cap Fund | — | — | — | $1.5M | 10.1% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $1.2M | 8.0% | |
| The American Funds American Funds Amermut Fund | — | — | — | $1.2M | 7.8% | |
| JP Morgan Investment JPMorgan Emerging Markets Equity Fund | — | — | — | $1.1M | 7.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.1M | 7.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $776K | 5.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $701K | 4.7% | |
| BlackRock High Yield Bond Fund | — | — | — | $469K | 3.2% | |
| Delaware Investments Delaware Small Cap Value Fund | — | — | — | $464K | 3.1% | |
| Janus International Holding, LLC Janushenderson Enterprise Fund | — | — | — | $436K | 2.9% | |
| Victory Funds Victory Sycamore Established Value Fund | — | — | — | $399K | 2.7% | |
| WESTERN ASSET COR PL BD R1 FD GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $379K | 2.6% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $377K | 2.5% | |
| PGIM Investments PGIM Global Total Return Fund | — | — | — | $366K | 2.5% | |
| Janus International Holding, LLC Janushenderson Triton Fund | — | — | — | $365K | 2.5% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $362K | 2.4% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $303K | 2.0% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $273K | 1.8% | |
| BlackRock LifePath Index 2030 Fund | — | — | — | $202K | 1.4% | |
| BlackRock LifePath Index 2040 Fund | — | — | — | $183K | 1.2% | |
| MFS Investment Management MFS International Instrinsic Value Fund | — | — | — | $162K | 1.1% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $119K | 0.8% | |
| maturing through January 2030 | — | — | — | $118K | 0.8% | |
| BlackRock LifePath Index 2055 Fund | — | — | — | $113K | 0.8% | |
| (E) | — | — | $65K | $87K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $87K | 0.6% | |
| MFS Investment Management MFS Global Equity Fund | — | — | — | $65K | 0.4% | |
| BlackRock LifePath Index 2060 Fund | — | — | — | $25K | 0.2% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $19K | 0.1% | |
| Franklin Mutual Advisors Franklin Utilities Fund | — | — | — | $16K | 0.1% | |
| (E) | — | — | $3K | $16K | 0.1% | |
| Fidelity Investments Fidelity Advisor GLB Commodity Stock Fund | — | — | — | $3K | <0.1% |