Back to filter
Original filing (PDF)20251007051054NAL0002444451001
XLA, INC.
Form 5500
FILING_RECEIVED
XLA 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
266
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XLA, INC..
Plan sponsor
Name
XLA, INC.
EIN
52-1653076
Address
8614 WESTWOOD CENTER DRIVE · SUITE 700 · VIENNA, VA · 22182
Phone
(703) 855-7181
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
34 direct securities · 16 pooled funds· $16.4M(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.
Common Collective Trust
$8.5M
16 holdings
Uncategorized
$3.8M
24 holdings
Registered Investment Companies
$3.0M
9 holdings
Common Collective Trusts
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $3.3M | 22.0% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.1M | 14.1% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.7M | 11.6% | |
| FLEXPATH IDX MOD RET R1 | Common Collective Trusts | — | — | $1.1M | 7.3% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $1.1M | 7.3% | |
| Wilmington Trust, N.A. FlexPath Index Con 2055 Fund 934 Mutual Funds Vanguard 500 Index Fund | — | — | — | $950K | 6.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $915K | 6.2% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $730K | 4.9% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $540K | 3.6% | |
| Amundi Pioneer International Equity Fund | — | — | — | $394K | 2.7% | |
| Janus Henderson Enterprise Fund | — | — | — | $319K | 2.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $267K | 1.8% | |
| J.P. Morgan Core Plus Bond Fund | — | — | — | $252K | 1.7% | |
| MFS New Discovery Value | — | — | — | $235K | 1.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $184K | 1.2% | |
| Vanguard Total International Stock Market Index Fund | — | — | — | $184K | 1.2% | |
| AllianceBernstein Small Cap Growth Fund | — | — | — | $183K | 1.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $173K | 1.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $168K | 1.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $161K | 1.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $161K | 1.1% | |
| Wilmington Trust, N.A. FlexPath Index Agg Retire Fund | — | — | — | $135K | 0.9% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $135K | 0.9% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio Fund | Registered Investment Companies | — | — | $124K | 0.8% | |
| American Century Mid Cap Fund | — | — | — | $119K | 0.8% | |
| J.P. Morgan Emerging Markets Equity | — | — | — | $106K | 0.7% | |
| Vanguard Short-Term Investment-Grade Fund | — | — | — | $98K | 0.7% | |
| Lord Abbott High Yield Fund | — | — | — | $93K | 0.6% | |
| Wilmington Trust, N.A. Stable Value Fund | — | — | — | $86K | 0.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $86K | 0.6% | |
| Vanguard Energy Fund Admiral | — | — | — | $75K | 0.5% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $52K | 0.3% | |
| Vanguard Utility Index Fund | — | — | — | $42K | 0.3% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $42K | 0.3% | |
| PIMCO Foreign Bond Fund | — | — | — | $28K | 0.2% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $26K | 0.2% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $20K | 0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $13K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $11K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $11K | <0.1% | |
| Wilmington Trust, N.A. FlexPath Index Cons Retire Fund | — | — | — | $4K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $934 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 R1 WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using SEIA LLC
ANSER ADVISORY, LLC.
ANSER ADVISORY LLC 401K RETIREMENT PLAN
$65.2M · 960 participants
MARKON, LLC
MARKON, LLC 401(K) PLAN
$42.3M · 318 participants
GLOBAL TBM COMPANY
GLOBAL TBM COMPANY RETIREMENT SAVINGS PLAN
$28.1M · 47 participants
SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC
SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC 401(K) PLAN
$16.7M · 252 participants
ILLUMINATE OPERATIONS INC.
ILLUMINATE OPERATIONS INC. 401(K) PLAN
$15.4M · 209 participants
AXSEUM, INC.
AXSEUM, INC. 401(K) PROFIT SHARING PLAN & TRUST
$11.4M · 8 participants
Similar-size All Other Professional Services plans
UNIQUE STAFF LEASING I, LTD.
UNIQUE STAFFING 401(K) RETIREMENT PLAN
$14.9M · 677 participants
INSPIRE CORPORATION 401K PROFIT
INSPIRE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$14.9M · 56 participants
MADIBA INC.
MADIBA INC SH 401K PS PLAN
$14.9M · 53 participants
NORTHLAND CONTROL SYSTEMS, INC.
NORTHLAND CONTROL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$14.8M · 149 participants
SELLETHICS MARKETING GROUP, INC.
SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401(K) PLAN
$14.8M · 329 participants
CNPC USA CORPORATION
CNPC USA CORP. RETIREMENT PLAN
$14.9M · 61 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B