Damaris Byrnes signed XEC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XEC, LLC's EIN is 83-2480248.
Download the official 2024 Form 5500 (PDF) for XEC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XEC, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $1.4M | 12.3% | |
| FIRST EAGLE GLOBAL FUND I 805 REGISTERED INVESTMENT COMPANY ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.4M | 12.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 10.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 9.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $804K | 7.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $617K | 5.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $586K | 5.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $537K | 4.7% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $481K | 4.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $401K | 3.5% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $378K | 3.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $353K | 3.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $325K | 2.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $272K | 2.4% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $230K | 2.0% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $191K | 1.7% | |
| BARON ASSET INST | Registered Investment Companies | — | — | $176K | 1.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $164K | 1.4% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $153K | 1.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $119K | 1.0% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $111K | 1.0% | |
| INVESCO INTL DIVERS R6 | Registered Investment Companies | — | — | $99K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $79K | 0.7% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $58K | 0.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $41K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $21K |
| — |
