Original filing (PDF)20230807160811NAL0025853441001

XO HOLDING, INC.

Name: XO HOLDING, INC. — XO HOLDING, INC. 401(K) PLAN, Form 5500 (2022)
Creator: XO HOLDING, INC.

Form 5500

FILING_RECEIVED

XO HOLDING, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XO HOLDING, INC..

Plan sponsor

Name

XO HOLDING, INC.

EIN

83-2387631all filings

Address

2000 SIERRA POINT PARKWAY, · SUITE 200 · BRISBANE, CA · 94005

Phone

(954) 412-1924

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-04

Filed

2023-08-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWFRONT RETIREMENT SERVICES INC	80-0833114	—	ADVISOR	$16K	—

Investments

1 pooled fund· $0

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.