JAN Werner signed XL Parts LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XL Parts LLC's EIN is 36-4823231.
Download the official 2024 Form 5500 (PDF) for XL Parts LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XL Parts LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | RIA | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Target 2035 Fund Mutual fund | Other securities | — | — | $4.3M | 12.1% | |
| American Target 2040 Fund Mutual fund | Other securities | — | — | $3.3M | 9.2% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.2M | 9.0% | |
| American Target 2030 Fund Mutual fund | Other securities | — | — | $3.1M | 8.8% | |
| American Target 2045 Fund Mutual fund | Other securities | — | — | $2.4M | 6.8% | |
| American Target 2025 Fund Mutual fund | Other securities | — | — | $2.4M | 6.6% | |
| American Target 2050 Fund Mutual fund | Other securities | — | — | $2.3M | 6.5% | |
| American Target 2055 Fund Mutual fund | Other securities | — | — | $1.5M | 4.1% | |
| JP Morgan Large Grow th Fund Mutual fund | Other securities | — | — | $1.4M | 4.0% | |
| 4.25% to 10.50% | Bonds / Notes | — | — | $1.3M | 3.7% | |
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK STABLE VAL FD R6 · EIN 47-8033889 / PN 000 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| American Target 2020 Fund Mutual fund | Other securities | — | — | $805K | 2.3% | |
| MFS Mid Cap Grow th Fund Mutual fund | Mutual Funds | — | — | $709K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $697K | 2.0% | |
| American Target 2060 Fund Mutual fund | Other securities | — | — | $695K | 2.0% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $642K | 1.8% | |
| Fidelity Advisor Total Bond Fund Mutual fund | Mutual Funds | — | — | $531K | 1.5% | |
| Vanguard Small Grow th Index Fund Mutual fund | Common Collective Trusts | — | — | $522K | 1.5% | |
| T.Row e Price Mid Cap Value Fund Mutual fund | Other securities | — | — | $513K | 1.4% | |
| American Target 2065 Fund Mutual fund | Other securities | — | — | $502K | 1.4% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $466K | 1.3% | |
| American New World Fund R6 Mutual fund | Other securities | — | — | $451K | 1.3% | |
| Vanguard Equity Income Fund Mutual fund | Mutual Funds | — | — | $431K | 1.2% | |
| Vanguard Small Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $397K | 1.1% | |
| American Balanced Fund Mutual fund | Other securities | — | — | $331K | 0.9% | |
| Blackrock Global Alloc Fund Mutual fund | Other securities | — | — | $309K | 0.9% | |
| American EuroPacific Grow th Fund Mutual fund | Other securities | — | — | $246K | 0.7% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $208K | 0.6% | |
| American Target 2015 Fund Mutual fund | Other securities | — | — | $154K | 0.4% | |
| Thornburg Strategic Inc Fund Mutual fund | Common Stocks | — | — | $138K | 0.4% | |
| PIMCO Real Return Institutional Fund Mutual fund | Mutual Funds | — | — | $132K | 0.4% | |
| American Target 2010 Fund Mutual fund | Other securities | — | — | $117K | 0.3% | |
| American Target 2070 Fund Mutual fund | Other securities | — | — | $77K | 0.2% | |
| JP Morgan US Govt Money Market Fund Mutual fund | Cash / Money Market | — | — | $67K | 0.2% |
