Stephanie Iwasiw signed XLA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XLA, Inc.'s EIN is 52-1653076.
Download the official 2024 Form 5500 (PDF) for XLA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XLA, 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.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % 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 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 | Common Collective Trusts | — | — | $950K | 6.4% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $915K | 6.2% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $730K | 4.9% | |
| J.P. Morgan US Equity Fund | Other securities | — | — | $540K | 3.6% | |
| Amundi Pioneer International Equity Fund | Other securities | — | — | $394K | 2.7% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $319K | 2.1% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $267K | 1.8% | |
| J.P. Morgan Core Plus Bond Fund | Other securities | — | — | $252K | 1.7% | |
| MFS New Discovery Value | Mutual Funds | — | — | $235K | 1.6% | |
| Vanguard Total International Stock Market Index Fund | Common Collective Trusts | — | — | $184K | 1.2% | |
| AllianceBernstein Small Cap Growth Fund | Other securities | — | — | $183K | 1.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $173K | 1.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $168K | 1.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $161K | 1.1% | |
| 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 | Mutual Funds | — | — | $124K | 0.8% | |
| American Century Mid Cap Fund | Other securities | — | — | $119K | 0.8% | |
| J.P. Morgan Emerging Markets Equity | Other securities | — | — | $106K | 0.7% | |
| Vanguard Short-Term Investment-Grade Fund | Mutual Funds | — | — | $98K | 0.7% | |
| Lord Abbott High Yield Fund | Other securities | — | — | $93K | 0.6% | |
| Wilmington Trust, N.A. Stable Value Fund | Stable Value | — | — | $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 | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $42K | 0.3% | |
| PIMCO Foreign Bond Fund | Mutual Funds | — | — | $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% | |
| Wilmington Trust, N.A. FlexPath Index Cons Retire Fund | Other securities | — | — | $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. | Pooled Separate Accounts | — | — | $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. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $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% |
