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Original filing (PDF)20251015120320NAL0002258963001
XPANSIV DATA SYSTEMS, INC.
Form 5500
FILING_RECEIVED
XPANSIV DATA SYSTEMS 401K PLAN
401(k) retirement plan
Active participants
205
Accounts w/ balance
239
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
1 pooled trust
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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XPANSIV DATA SYSTEMS, INC..
Plan sponsor
Name
XPANSIV DATA SYSTEMS, INC.
EIN
81-4044972
Address
500 FIFTH AVE 55TH FLOOR · NEW YORK, NY · 10110
Phone
(609) 541-7661
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
32 direct securities · 1 pooled fund· $22.9M(99% 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.
Registered Investment Companies
$22.4M
32 holdings
Common Collective Trust
$438K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $5.6M | 24.1% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2.2M | 9.7% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.7M | 7.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.5M | 6.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1.4M | 6.0% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.4M | 6.0% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $1.1M | 4.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $901K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $831K | 3.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $812K | 3.5% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $774K | 3.4% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $758K | 3.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $535K | 2.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $438K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $408K | 1.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $356K | 1.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $294K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $284K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $261K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $198K | 0.9% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $191K | 0.8% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $175K | 0.8% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $170K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $157K | 0.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $142K | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $133K | 0.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $102K | 0.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $16K | <0.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $10K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $6K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $3K | <0.1% |
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