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Original filing (PDF)20251010153054NAL0007951697003
X TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
X TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
125
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
39 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for X TECHNOLOGIES, INC..
Plan sponsor
Name
X TECHNOLOGIES, INC.
EIN
74-2895612
Address
100 SANDAU STE. 300 · SAN ANTONIO, TX · 78216
Phone
(210) 822-8712
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $4K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH - EPS | 13-5674085 | — | REGISTERED INVESTMENT AD | $14K | — |
| MERRILL LYNCH - FAS | 13-5674085 | — | REGISTERED INVESTMENT AD | $9K | — |
Investments
29 direct securities · 39 pooled funds· $11.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.4M
29 holdings
Pooled Separate Account
$393K
39 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | — | — | — | $2.5M | 21.5% | |
| American Funds Trgt Date Ret 2020 R6 | — | — | — | $1.8M | 15.4% | |
| American Funds Trgt Date Ret 2030 R6 | — | — | — | $1.3M | 10.8% | |
| American Funds Trgt Date Ret 2025 R6 | — | — | — | $1.0M | 8.7% | |
| Fidelity 500 Index | — | — | — | $940K | 8.0% | |
| Nuveen Lg-Cap Gr Idx Instl | — | — | — | $836K | 7.1% | |
| American Funds Trgt Date Ret 2050 R6 | — | — | — | $702K | 6.0% | |
| American Funds Trgt Date Ret 2040 R6 | — | — | — | $527K | 4.5% | |
| American Funds Trgt Date Ret 2045 R6 | — | — | — | $523K | 4.4% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $393K | 3.3% | |
| American Funds Trgt Date Ret 2035 R6 | — | — | — | $346K | 2.9% | |
| American Funds Trgt Date Ret 2055 R6 | — | — | — | $180K | 1.5% | |
| PIMCO RAE US Small Instl | — | — | — | $138K | 1.2% | |
| Notes receivable from participants (4.25%-10.50%) | — | — | — | $116K | 1.0% | |
| American Funds Trgt Date Ret 2060 R6 | — | — | — | $82K | 0.7% | |
| Putnam Large Cap Value R6 | — | — | — | $73K | 0.6% | |
| American Funds New Perspective R6 | — | — | — | $47K | 0.4% | |
| American Funds Trgt Date Ret 2010 R6 | — | — | — | $46K | 0.4% | |
| Principal Midcap R6 | — | — | — | $33K | 0.3% | |
| JPMorgan Core Bond R6 | — | — | — | $24K | 0.2% | |
| MFS Instl Intl Eq | — | — | — | $19K | 0.2% | |
| Vanguard Selected Value Investor | — | — | — | $17K | 0.1% | |
| Fidelity Small Cap Index | — | — | — | $17K | 0.1% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $17K | 0.1% | |
| Invesco Discovery R6 | — | — | — | $10K | <0.1% | |
| American Funds Trgt Date Ret 2065 R6 | — | — | — | $10K | <0.1% | |
| American Funds Trgt Date Ret 2015 R6 | — | — | — | $8K | <0.1% | |
| Transamerica Stable Value Ascend Account | — | — | — | $5K | <0.1% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $5K | <0.1% | |
| American Funds New World R6 | — | — | — | $2K | <0.1% | |
| JH 2010 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2065 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2060 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2050 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2040 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2035 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2030 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2020 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL MIDCAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN DYNATECH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARTFORD INTERNATIONAL OPPOR JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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