XCEL Brands, Inc.'s EIN is 76-0307819.
Download the official 2024 Form 5500 (PDF) for XCEL Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XCEL Brands, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIC OF NEW YORK | 13-3646501 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | NEWPORT BEACH, CA | RIA | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 | Other securities | — | — | $947K | 24.7% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $498K | 13.0% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $453K | 11.8% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $407K | 10.6% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $358K | 9.3% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $201K | 5.3% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $121K | 3.2% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $108K | 2.8% | |
| John Hancock Stable Value Fund | Stable Value | — | — | $90K | 2.4% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $89K | 2.3% | |
| American Funds New Perspective | Mutual Funds | — | — | $87K | 2.3% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $63K | 1.6% | |
| SMALL-CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $56K | 1.5% | |
| SMALL-CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $50K | 1.3% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $48K | 1.2% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $41K | 1.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $32K | 0.8% | |
| Columbia Overseas Value | Other securities | — | — | $32K | 0.8% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $30K | 0.8% | |
| John Hancock Total Bond Market | Other securities | — | — | $29K | 0.8% | |
| John Hancock Bond | Other securities | — | — | $25K | 0.7% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $20K | 0.5% | |
| Notes receivable from participants | Other securities | — | — | $16K | 0.4% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| T. Rowe Price Retirement 2065 | Other securities | — | — | $9K | 0.2% | |
| SMALL-CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | 0.1% | |
| John Hancock Strategic Income Opportunities | Other securities | — | — | $3K | <0.1% | |
| INTERNATIONAL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $865 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
