Sarah Simpson signed Xsolis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xsolis, Inc.'s EIN is 46-1324527.
Download the official 2024 Form 5500 (PDF) for Xsolis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xsolis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $29K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.0M | 14.0% | |
| Fidelity FDM IDX 2040 IPR | Common Collective Trusts | — | — | $2.0M | 13.6% | |
| Fidelity FDM IDX 2035 IPR | Common Collective Trusts | — | — | $978K | 6.7% | |
| Fidelity FDM IDX 2050 IPR | Common Collective Trusts | — | — | $944K | 6.5% | |
| Fidelity FDM IDX 2045 IPR | Common Collective Trusts | — | — | $666K | 4.6% | |
| Vanguard 500 Index Fund - Admiral Shares | Common Collective Trusts | — | — | $638K | 4.4% | |
| Fidelity FDM IDX 2055 IPR | Common Collective Trusts | — | — | $603K | 4.1% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $592K | 4.1% | |
| Harbor Capital Appreciation Investor Class | Other securities | — | — | $459K | 3.1% | |
| Fidelity Total Intl IDX | Common Collective Trusts | — | — | $450K | 3.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $405K | 2.8% | |
| Natixis Loomis Sayles Investment Grade B | Other securities | — | — | $362K | 2.5% | |
| Vanguard Life Strategy Income Fund | Mutual Funds | — | — | $361K | 2.5% | |
| Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $331K | 2.3% | |
| Fidelity FDM IDX 2060 IPR | Common Collective Trusts | — | — | $320K | 2.2% | |
| Fidelity Advisor Leveraged Company Stock | Mutual Funds | — | — | $285K | 2.0% | |
| Blackrock Equity Dividend Fund Institutional | Other securities | — | — | $273K | 1.9% | |
| Fidelity Govt Mmkt K6 | Mutual Funds | — | — | $267K | 1.8% | |
| American New World Fund Class R-6 | Other securities | — | — | $261K | 1.8% | |
| Hartford International Opportunities Fund Class Y | Other securities | — | — | $249K | 1.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $243K | 1.7% | |
| Fidelity FDM IDX 2030 IPR | Common Collective Trusts | — | — | $216K | 1.5% | |
| Notes receivable from participants 4.25% - 9.50%, maturities through 2032 | Bonds / Notes | — | — | $137K | 0.9% | |
| Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $126K | 0.9% | |
| Vanguard Life Strategy Conservative Growth | Mutual Funds | — | — | $116K | 0.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $112K | 0.8% | |
| Vanguard Small Cap Index - Admiral Shares | Mutual Funds | — | — | $101K | 0.7% | |
| Fidelity FDM IDX 2025 IPR | Common Collective Trusts | — | — | $90K | 0.6% | |
| Fidelity FDM IDX 2065 IPR | Common Collective Trusts | — | — | $64K | 0.4% | |
| Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $41K | 0.3% | |
| Lord Abbett Short Duration R6 | Mutual Funds | — | — | $39K | 0.3% | |
| AB Small Cap Growth Z | Other securities | — | — | $37K | 0.3% | |
| Fidelity FDM IDX 2020 IPR | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity FDM IDX 2015 IPR | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity FDM IDX Inc. IPR 997 Fidelity FDM IDXX 2010 IPR | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
