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Original filing (PDF)20251015133437NAL0002497235001
XCEL ENERGY INC.
Form 5500
FILING_RECEIVED
NEW CENTURY ENERGIES, INC. RETIREMENT PLAN FOR PUBLIC SERVICE COMPANY OF COLORADO BARGAINING UNIT EES AND FORMER NON-BARGAINING UNIT EES
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed20 service providers
Active participants
1,952
Accounts w/ balance
—
Plan assets (EOY)
$860.3M
Net assets (EOY)
$859.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 441% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XCEL ENERGY INC..
Plan sponsor
Name
XCEL ENERGY INC.
EIN
41-0448030
Address
414 NICOLLET MALL, 401-5 · MINNEAPOLIS, MN · 55401
Phone
(612) 330-5500
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsOther
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS ASSET MGMT LP | 13-3575636 | — | NONE | $615K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $593K | — |
| BLACKROCK FINANCIAL MANAGEMENT, INC | 13-3806691 | — | NONE | $225K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $201K | — |
| TOWNSEND GREAT LAKES & PLAINS, LLP | 84-3868047 | — | NONE | $172K | — |
| STEPSTONE CAPITAL PARTNERS | 98-1388563 | — | NONE | $167K | — |
| MFS HERITAGE TRUST COMPANY | 57-1187281 | — | NONE | $159K | — |
| JENNISON ASSOCIATES LLC | 22-2540245 | — | NONE | $156K | — |
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | — | NONE | $151K | — |
| PRUDENTIAL TRUST COMPANY | 23-6994310 | — | NONE | $141K | — |
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | NONE | $99K | — |
| EATON VANCE MANAGEMENT | 11-3658445 | — | NONE | $80K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $35K | — |
| LGIM AMERICA INC | 20-8058531 | — | NONE | $17K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | NONE | $10K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $9K | — |
| WELLINGTON TRUST COMPANY, N.A. | 04-2755549 | — | NONE | $0 | — |
| BOSTON PARTNERS TRUST COMPANY | 32-0291796 | — | NONE | $0 | — |
| BLACKROCK INSTITUTIONAL TR CO., N.A | 94-3112180 | — | NONE | $0 | — |
| ALLSPRING FUNDS | — | CHARLOTTE, NC | NONE | -$40K | — |
Investments
1 pooled fund· $860.0M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| XCEL ENERGY INC. MASTER PENSION TR XCEL ENERGY INC · EIN 90-1071182 / PN 010 | Master Trust | $860.0M | 100.0% |