Keith Young signed Xaloy LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xaloy LLC's EIN is 81-4251752.
Download the official 2024 Form 5500 (PDF) for Xaloy LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xaloy LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | 41-1812533 | — | NONE | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRP RET 2035 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $3.3M | 14.0% | |
| GREAT GRAY TRP RET 2030 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $3.0M | 12.5% | |
| GREAT GRAY TRP RET 2025 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $2.5M | 10.5% | |
| VANGUARD GROWTH INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $2.0M | 8.5% | |
| GREAT GRAY TRP RET 2045 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.9% | |
| GREAT GRAY TRP RET 2040 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.4% | |
| FLEXPATH STABLE VALUE CLASS R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.4M | 6.0% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $773K | 3.3% | |
| GREAT GRAY TRP RET 2050 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $728K | 3.1% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST COMPANY · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $621K | 2.6% | |
| GREAT GRAY TRP RET 2060 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $609K | 2.6% | |
| GREAT GRAY TRP RET 2055 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $567K | 2.4% | |
| Blackrock Total Return K Mutual Fund ** 479 Bond Fund Of America R6 Mutual Fund | Other securities | — | — | $453K | 1.9% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $449K | 1.9% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST COMPANY · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $426K | 1.8% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $420K | 1.8% | |
| INTELLICENTS MOD CONSERV CIF ALTA TRUST COMPANY · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $410K | 1.7% | |
| WILMGT TR CIT SMALL CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $389K | 1.6% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $317K | 1.3% | |
| PIMCO Income Institutional Mutual Fund | Mutual Funds | — | — | $310K | 1.3% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $307K | 1.3% | |
| MID CAP GROWTH FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $275K | 1.2% | |
| MFS International Diversification CL R6 Mutual Fund | Mutual Funds | — | — | $240K | 1.0% | |
| BALCKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $234K | 1.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $175K | 0.7% | |
| American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $139K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $137K | 0.6% | |
| SMALL CAP VALUE FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $116K | 0.5% | |
| MID CAP GROWTH FUND CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $113K | 0.5% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $109K | 0.5% | |
| Vanguard Value Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $101K | 0.4% | |
| INTELLICENTS MODERATE CIF ALTA TRUST COMPANY · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $87K | 0.4% | |
| GREAT GRAY TRP RET 2065 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $61K | 0.3% | |
| Vanguard Inflation Protect Fund Admiral Mutual Fund | Mutual Funds | — | — | $42K | 0.2% | |
| INTELLICENTS MOD AGGRESSIVE CIF ALTA TRUST COMPANY · EIN 85-3914399 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| GREAT GRAY TRP RET 2020 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
