Leslie Granados signed XOS Fleet, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XOS Fleet, Inc.'s EIN is 47-5495280.
Download the official 2024 Form 5500 (PDF) for XOS Fleet, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XOS Fleet, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Registered Investment Contracts | Mutual Funds | — | — | $847K | 26.5% | |
| Vanguard FTSE Developed Markets Registered Investment Contracts | Mutual Funds | — | — | $744K | 23.2% | |
| SPDR Portfolio S&P 500 ETF Registered Investment Contracts | Common Collective Trusts | — | — | $514K | 16.1% | |
| Vanguard LongTerm Government Bond Registered Investment Contracts ** 652 Vanguard FTSE Emerging Markets Registered Investment Contracts | U.S. Treasuries | — | — | $271K | 8.5% | |
| iShares Core Total US Bond Market ETF Registered Investment Contracts | Other securities | — | — | $239K | 7.5% | |
| SPDR Portfolio S&P 400 Mid Cap Registered Investment Contracts | Other securities | — | — | $174K | 5.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF Registered Investment Contracts | Other securities | — | — | $132K | 4.1% | |
| Vanguard Total International Bond ETF Registered Investment Contracts | Mutual Funds | — | — | $54K | 1.7% | |
| iShares Emerging Markets USD Bond ETF Registered Investment Contracts | Other securities | — | — | $49K | 1.5% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Registered Investment Contracts | Other securities | — | — | $30K | 0.9% | |
| iShares MSCI ACWI Low Carbon Target ETF Registered Investment Contracts | Other securities | — | — | $23K | 0.7% | |
| SPDR S&P Kensho New Economies Composite ETF Registered Investment Contracts | Other securities | — | — | $11K | 0.4% | |
| Xtrackers USD High Yield Corporate Bond Registered Investment Contracts ** 927 Vanguard Value ETF Registered Investment Contracts | Mutual Funds | — | — | $10K | 0.3% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF Registered Investment Contracts | Common Collective Trusts | — | — | $9K | 0.3% | |
| Vanguard Mid-Cap Value ETF Registered Investment Contracts | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Small-Cap Value ETF Registered Investment Contracts | Mutual Funds | — | — | $7K | 0.2% | |
| Goldman Sachs ActiveBeta International Equity Registered Investment Contracts | Other securities | — | — | $7K | 0.2% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF Registered Investment Contracts | Other securities | — | — | $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 | Other securities | — | — | $5K | 0.2% | |
| Cash Equivalent | Cash / Money Market | — | — | $5K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF Registered Investment Contracts | Other securities | — | — | $5K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Registered Investment Contracts | Other securities | — | — | $4K | 0.1% | |
| Schwab U.S. REIT ETF Registered Investment Contracts ** 856 JPMorgan Ultra-Short Income Registered Investment Contracts | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3K | <0.1% | |
| TCW Transform 500 ETF Registered Investment Contracts | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity Registered Investment Contracts | Other securities | — | — | $3K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF Registered Investment Contracts | Other securities | — | — | $3K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Registered Investment Contracts | Other securities | — | — | $2K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Registered Investment Contracts | Mutual Funds | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Registered Investment Contracts | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF Registered Investment Contracts | Other securities | — | — | $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 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
