Original filing (PDF)20260115161534NAL0023493890001

XACTUS LLC

Name: XACTUS LLC — XACTUS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: XACTUS LLC

Form 5500

FILING_RECEIVED

XACTUS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 3.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 3.0 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XACTUS LLC.

Plan sponsor

Name

XACTUS LLC

EIN

82-4454389

Address

370 REED ROAD · SUITE 100 · BROOMALL, PA · 19008

Phone

(800) 275-7722

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2026-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES LLC	74-2794194	AUSTIN, TX	ADVISOR	$49K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.