LISA Krajewski signed Xceedance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xceedance, Inc.'s EIN is 47-2037577.
Download the official 2024 Form 5500 (PDF) for Xceedance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xceedance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | 46-5061538 | — | RETAINED BY PLAN SPONSOR | $12K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 Mutual fund | Mutual Funds | — | — | $806K | 16.1% | |
| Nuveen Lifecycle Index 2025 R6 Mutual fund | Mutual Funds | — | — | $602K | 12.0% | |
| Nuveen Lifecycle Index 2030 R6 Mutual fund | Mutual Funds | — | — | $501K | 10.0% | |
| Nuveen Lifecycle Index 2035 R6 Mutual fund | Mutual Funds | — | — | $440K | 8.8% | |
| Nuveen Lifecycle Index 2040 R6 Mutual fund | Mutual Funds | — | — | $437K | 8.7% | |
| Nuveen Lifecycle Index 2050 R6 Mutual fund | Mutual Funds | — | — | $408K | 8.1% | |
| Nuveen Lifecycle Index 2055 R6 Mutual fund | Mutual Funds | — | — | $262K | 5.2% | |
| Schwab S&P 500 Index Mutual fund | Common Collective Trusts | — | — | $216K | 4.3% | |
| JP Morgan Large Growth R6 Mutual fund | Other securities | — | — | $160K | 3.2% | |
| Vanguard Equity Income Fd Adm Mutual fund | Mutual Funds | — | — | $151K | 3.0% | |
| John Hancock Bond Fund R6 Mutual fund | Other securities | — | — | $141K | 2.8% | |
| Vanguard Sm Cap Index Fd Adm Mutual fund | Mutual Funds | — | — | $138K | 2.8% | |
| Vanguard Mid Cap Index Adm Mutual fund | Mutual Funds | — | — | $113K | 2.3% | |
| JPMorgan US Govt MMkt Cap CI Mutual fund ** 684 * Participant Loans 8% to 9.50% -0- | Bonds / Notes | — | — | $104K | 2.1% | |
| Nuveen Lifecycle Index 2065 R6 Mutual fund | Mutual Funds | — | — | $93K | 1.9% | |
| Nuveen Lifecycle Index 2060 R6 Mutual fund | Mutual Funds | — | — | $85K | 1.7% | |
| DWS RREEF Real Assets R6 Mutual fund | Other securities | — | — | $76K | 1.5% | |
| Thornburg Strategic Inc R6 Mutual fund | Common Stocks | — | — | $63K | 1.2% | |
| Goldman Absolute Ret Tracker R Mutual fund | Other securities | — | — | $61K | 1.2% | |
| Fidelity International Idx Fd Mutual fund | Common Collective Trusts | — | — | $58K | 1.2% | |
| Invesco Gold & Spec Min R6 Mutual fund | Mutual Funds | — | — | $36K | 0.7% | |
| BNY Mellon Glb Emerg Mkts I Mutual fund | Other securities | — | — | $30K | 0.6% | |
| Fidelity US Bond Index Fd Mutual fund | Mutual Funds | — | — | $15K | 0.3% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $6K | 0.1% | |
| MFS Intl Diversification Fd R6 Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Loomis Inflation Prot Sec N Mutual fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
