PAM Brooks signed XPT Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XPT Partners LLC's EIN is 84-2849287.
Download the official 2024 Form 5500 (PDF) for XPT Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XPT Partners 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.9M | 13.9% | |
| Fidelity FDM IDX 2030 IPR | Common Collective Trusts | — | — | $2.1M | 10.0% | |
| Fidelity FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.6M | 7.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.5M | 7.1% | |
| Fidelity FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.4M | 6.8% | |
| Fidelity FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.4M | 6.4% | |
| Fidelity FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.3M | 6.3% | |
| Fidelity FDM IDX 2040 IPR | Common Collective Trusts | — | — | $1.3M | 6.0% | |
| Vanguard Balance Index Admiral Func | Mutual Funds | — | — | $1.2M | 5.7% | |
| Franklin Dyna Tech R6 | Mutual Funds | — | — | $1.0M | 4.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $864K | 4.1% | |
| Fidelity FDM IDX 2055 IPR | Common Collective Trusts | — | — | $731K | 3.5% | |
| Fidelity FDM IDX INC IPR | Common Collective Trusts | — | — | $712K | 3.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $576K | 2.7% | |
| Participant loans (interest rates range from 3.25% to | Bonds / Notes | — | — | $468K | 2.2% | |
| Fidelity FDM IDX 2060 IPR | Common Collective Trusts | — | — | $351K | 1.7% | |
| American Funds New Prospective R6 | Mutual Funds | — | — | $284K | 1.4% | |
| Neub Berman Real Estate R6 | Other securities | — | — | $208K | 1.0% | |
| Vanguard Int-Term Bond Index Adm | Mutual Funds | — | — | $167K | 0.8% | |
| Alger Small Cap Focus Z | Other securities | — | — | $137K | 0.7% | |
| Lincoln Stable value | Stable Value | — | — | $128K | 0.6% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $125K | 0.6% | |
| Fidelity FDM IDX 2065 IPR | Common Collective Trusts | — | — | $109K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $95K | 0.5% | |
| iShares MSCI EAFE Int Index K | Other securities | — | — | $89K | 0.4% | |
| Fidelity Intermediate Tr Bond Index ** 419 Vanguard Inflation Protected Adm | Mutual Funds | — | — | $79K | 0.4% | |
| Fidelity FDM IDX 2020 IPR | Common Collective Trusts | — | — | $74K | 0.4% | |
| Lord Abbett Short Duration Inc | Mutual Funds | — | — | $36K | 0.2% | |
| Fidelity FDM IDX 2015 IPR | Common Collective Trusts | — | — | $12K | <0.1% | |
| Fidelity FDM IDX 2010 IPR | Common Collective Trusts | — | — | $2K | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
