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Original filing (PDF)20231016185326NAL0039406801001
XP POWER LLC
Form 5500
FILING_RECEIVED
XP POWER LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
489
Accounts w/ balance
668
Plan assets (EOY)
$41.3M
Net assets (EOY)
$41.3M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XP POWER LLC.
Plan sponsor
Name
XP POWER LLC
EIN
77-0275313
Address
990 BENECIA AVE · SUNNYVALE, CA · 94085
Phone
(408) 524-8503
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
2G · Total participant-directed accounts
2S · Automatic enrollment
3C · Not intended to be qualified
3F · Sponsor used leased employees
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE | 06-1050034 | — | RECORDKEEPING/OTHERS | $89K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARNTERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | OTHERS | $34K | — |
Investments
2 pooled funds· $12.6M(31% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $12.6M | 30.5% |
| PRU DAY ONE IFX TRGT BAL PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 697 | Common Collective Trust | $0 | <0.1% |
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