Regina Green signed XP Power LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XP Power LLC's EIN is 77-0275313.
Download the official 2022 Form 5500 (PDF) for XP Power LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)XP Power LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE | 06-1050034 | — | RECORDKEEPING/OTHERS | $89K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.6M | 30.5% | |
| T. Rowe Price All-Cap Opportunities Fund | Other securities | — | — | $4.9M | 11.8% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $4.8M | 11.6% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $3.5M | 8.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 6.1% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $2.1M | 5.1% | |
| Franking Small-Mid Cap Growth Fund | Other securities | — | — | $2.0M | 4.9% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.4M | 3.5% | |
| MFS Technology Fund | Mutual Funds | — | — | $1.4M | 3.5% | |
| Fidelity Total Bond | Mutual Funds | — | — | $880K | 2.1% | |
| Participants Notes Receivable from Participants Rates from 4.25% to 6.50% - | Bonds / Notes | — | — | $756K | 1.8% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $704K | 1.7% | |
| Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $525K | 1.3% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $455K | 1.1% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $345K | 0.8% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $308K | 0.7% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $304K | 0.7% | |
| The Hartford Balanced Income Fund | Other securities | — | — | $272K | 0.7% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $229K | 0.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $220K | 0.5% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $212K | 0.5% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $167K | 0.4% | |
| PGIM Global Real Estate Fund | Other securities | — | — | $147K | 0.4% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $98K | 0.2% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $30K | <0.1% | |
| BlackRock Technology Opportunities Fund | Other securities | — | — | $24K | <0.1% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PRU DAY ONE IFX TRGT BAL PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 697 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARNTERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | OTHERS | $34K | — |
