Back to filter
Original filing (PDF)20251013151418NAL0000760227001
XOS FLEET, INC.
Form 5500
FILING_RECEIVED
XOS FLEET, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
109
Accounts w/ balance
218
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market ETF Registered Investment Contracts" is 27% of plan.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XOS FLEET, INC..
Plan sponsor
Name
XOS FLEET, INC.
EIN
47-5495280
Address
3550 TYBURN STREET · UNIT # 100 · LOS ANGELES, CA · 90065
Phone
(818) 316-1890
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
DSR CPA AND CONSULTANTS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $7K | — |
Investments
32 direct securities· $3.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Registered Investment Contracts | — | — | — | $847K | 26.5% | |
| Vanguard FTSE Developed Markets Registered Investment Contracts | — | — | — | $744K | 23.2% | |
| SPDR Portfolio S&P 500 ETF Registered Investment Contracts | — | — | — | $514K | 16.1% | |
| Vanguard LongTerm Government Bond Registered Investment Contracts ** 652 Vanguard FTSE Emerging Markets Registered Investment Contracts | — | — | — | $271K | 8.5% | |
| iShares Core Total US Bond Market ETF Registered Investment Contracts | — | — | — | $239K | 7.5% | |
| SPDR Portfolio S&P 400 Mid Cap Registered Investment Contracts | — | — | — | $174K | 5.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF Registered Investment Contracts | — | — | — | $132K | 4.1% | |
| Vanguard Total International Bond ETF Registered Investment Contracts | — | — | — | $54K | 1.7% | |
| iShares Emerging Markets USD Bond ETF Registered Investment Contracts | — | — | — | $49K | 1.5% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Registered Investment Contracts | — | — | — | $30K | 0.9% | |
| iShares MSCI ACWI Low Carbon Target ETF Registered Investment Contracts | — | — | — | $23K | 0.7% | |
| SPDR S&P Kensho New Economies Composite ETF Registered Investment Contracts | — | — | — | $11K | 0.4% | |
| Xtrackers USD High Yield Corporate Bond Registered Investment Contracts ** 927 Vanguard Value ETF Registered Investment Contracts | — | — | — | $10K | 0.3% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF Registered Investment Contracts | — | — | — | $9K | 0.3% | |
| Vanguard Mid-Cap Value ETF Registered Investment Contracts | — | — | — | $8K | 0.2% | |
| Vanguard Small-Cap Value ETF Registered Investment Contracts | — | — | — | $7K | 0.2% | |
| Goldman Sachs ActiveBeta International Equity Registered Investment Contracts | — | — | — | $7K | 0.2% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF Registered Investment Contracts | — | — | — | $6K | 0.2% | |
| iShares Core MSCI Emerging Markets ETF Registered Investment Contracts ** 287 iShares Core MSCI EAFE ETF Registered Investment Contracts ** 75 iShares 0-5 Year TIPS Bond ETF Registered Investment Contracts | — | — | — | $5K | 0.2% | |
| Cash Equivalent | — | — | — | $5K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF Registered Investment Contracts | — | — | — | $5K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Registered Investment Contracts | — | — | — | $4K | 0.1% | |
| Schwab U.S. REIT ETF Registered Investment Contracts ** 856 JPMorgan Ultra-Short Income Registered Investment Contracts | — | — | — | $3K | 0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF Registered Investment Contracts ** 15 GraniteShares Bloomberg Commodity Broad Strategy No K-1 Registered Investment Contracts ** 929 Goldman Sachs TreasuryAccess 01 Year ETF Registered Investment Contracts | — | — | — | $3K | <0.1% | |
| TCW Transform 500 ETF Registered Investment Contracts | — | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity Registered Investment Contracts | — | — | — | $3K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF Registered Investment Contracts | — | — | — | $3K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Registered Investment Contracts | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Registered Investment Contracts | — | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Registered Investment Contracts | — | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Registered Investment Contracts | — | — | — | $2K | <0.1% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF Registered Investment Contracts ** 901 Goldman Sachs Access Emerging Markets USD Bond ETF Registered Investment Contracts ** 897 Goldman Sachs Access U.S. Aggregate Bond ETF Registered Investment Contracts | — | — | — | $1K | <0.1% |
Related plans
Other plans using BETTERMENT FOR BUSINESS, LLC
EIGHT ELEVEN GROUP, LLC.
EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST
$96.0M · 4,241 participants
AGILE DEFENSE LLC
AGILE DEFENSE LLC 401(K) PLAN
$75.7M · 2,475 participants
WATCHGUARD TECHNOLOGIES, INC.
WATCHGUARD TECHNOLOGIES, INC. 401(K) PLAN
$64.4M · 320 participants
HARRY'S, INC.
HARRY'S, INC. 401(K) PLAN
$42.4M · 499 participants
GREENHOUSE SOFTWARE, INC.
GREENHOUSE SOFTWARE, INC. RETIREMENT SAVINGS PLAN
$38.2M · 588 participants
FRANCISCO PARTNERS MANAGEMENT, LP
FRANCISCO PARTNERS 401(K) PLAN
$36.9M · 130 participants
Similar-size Manufacturing plans
QUIGLEY MOTOR COMPANY, INC.
QUIGLEY MOTOR COMPANY, INC. 401(K)RETIREMENT PLAN
$3.2M · 32 participants
VDL USA HOLDING, INC.
VDL USA RETIREMENT PLAN
$3.3M · 62 participants
ATAP, INC.
ATAP, INC. RETIREMENT PLAN
$3.3M · 93 participants
S & C AUTOMOTIVE, INC.
S & C AUTOMOTIVE 401(K) PLAN
$3.3M · 29 participants
CUSTOM AUTOSOUND MANUFACTURING
CUSTOM AUTOSOUND MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 30 participants
MATTERNET, INC.
MATTERNET 401(K) PLAN
$3.4M · 30 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B