How big is Xoriant Corporation's plan?

Xoriant Corporation's plan reported $27.1M in assets and 466 participants for 2024.

Original filing (PDF)20251013172320NAL0002473344001

Xoriant Corporation

Name: Xoriant Corporation — Xoriant Corporation 401(k), Form 5500 (2024)
Creator: Xoriant Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Xoriant Corporation 401(k) Plan

401(k) retirement plan · Xoriant Corporation's Xoriant Corporation 401(k) Plan held $27.1M in plan assets for 466 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

466

Accounts w/ balance

391

Plan assets (EOY)

$27.1M

Net assets (EOY)

$27.1M

People on this filing

Annmarie Hardie signed Xoriant Corporation's 2024 Form 5500 as plan administrator.

Annmarie Hardie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Xoriant Corporation's EIN is 77-0250875.

EIN 77-0250875

Plan number 002

Plan year 2024

ACK ID 20251013172320NAL0002473344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Xoriant Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Xoriant Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XORIANT CORPORATION.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

XORIANT CORPORATION

EIN

all filings

Address

1248 REAMWOOD AVENUE · SUNNYVALE, CA · 94089

Phone

(408) 743-4400

Industry

Professional & Technical Services

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

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

30 direct securities· $26.5M(98% of reported assets)

Mutual Funds

$19.3M

20 holdings

Common Collective Trusts

$4.9M

4 holdings

U.S. Treasuries

$1.1M

1 holding

Other securities

$1.0M

4 holdings

Bonds / Notes

$69K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$4.7M	17.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.1M	15.2%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$2.8M	10.4%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$2.6M	9.5%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.6M	9.5%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	5.7%
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	4.7%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	4.5%
Gabelli US Treasury Money Market Fund Mutual Fund	U.S. Treasuries	—	—	$1.1M	4.2%
T. Rowe Price Dividend Growth Fund Mutual Fund	Other securities	—	—	$540K	2.0%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$416K	1.5%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$402K	1.5%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$352K	1.3%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$327K	1.2%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$323K	1.2%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$281K	1.0%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$268K	1.0%
Allspring Special Mid Cap Fund Mutual Fund	Other securities	—	—	$248K	0.9%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$212K	0.8%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$210K	0.8%
Virtus Duff & Phelps Real Estate Securities Fd Mutual Fund	Other securities	—	—	$194K	0.7%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$158K	0.6%
Fidelity Small Cap Growth Fund Mutual Fund 342231 * Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$141K	0.5%
Invesco Diversified Dividend Fund Mutual Fund	Mutual Funds	—	—	$135K	0.5%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$69K	0.3%
participants 8.50%	Bonds / Notes	—	—	$69K	0.3%
Allspring Special Small Cap Fund Mutual Fund	Other securities	—	—	$55K	0.2%
Fidelity Inflation-Protected Fund Mutual Fund	Mutual Funds	—	—	$49K	0.2%
Fidelity Freedom Index Income Fund Mutual Fund	Mutual Funds	—	—	$19K	<0.1%
Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$10K	<0.1%