How big is XL Industries' plan?

XL Industries' plan reported $65.7M in assets and 255 participants for 2024.

Original filing (PDF)20251009092835NAL0011153632001

XL Industries

Name: XL Industries — XL Industries 401(k) Plan, Form 5500 (2024)
Creator: XL Industries
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

XL Industries 401(k) Plan

401(k) retirement plan · XL Industries' XL Industries 401(k) Plan held $65.7M in plan assets for 255 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

255

Accounts w/ balance

438

Plan assets (EOY)

$65.7M

Net assets (EOY)

$65.7M

People on this filing

Thomas Humbert signed XL Industries' 2024 Form 5500 as plan administrator.

Thomas Humbert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

XL Industries' EIN is 84-4394062.

EIN 84-4394062

Plan number 001

Plan year 2024

ACK ID 20251009092835NAL0011153632001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for XL Industries from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

XL Industries' plan includes automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 1696K (31% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

XL INDUSTRIES

EIN

all filings

Address

851 BUCKEYE COURT · MILPITAS, CA · 95035

Phone

(408) 240-6000

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$43K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$23K	—
RBC WEALTH MANAGEMENT

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities· $65.7M(100% of reported assets)

Mutual Funds

$42.9M

19 holdings

Common Collective Trusts

$11.1M

3 holdings

Other securities

$10.9M

7 holdings

Bonds / Notes

$736K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$10.0M	15.2%
American Funds Target Date 2045 Fund R6 Mutual Fund	Mutual Funds	—	—	$6.6M	10.1%
American Funds Target Date 2030 Fund R6 Mutual Fund	Mutual Funds	—	—	$6.4M	9.8%
American Funds Target Date 2050 Fund R6 Mutual Fund	Mutual Funds	—	—	$5.9M	9.0%
American Funds Target Date 2040 Fund R6 Mutual Fund	Mutual Funds	—	—	$4.4M	6.7%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$4.2M	6.4%
American Funds Target Date 2035 Fund R6 Mutual Fund	Mutual Funds	—	—	$3.7M	5.6%
American Funds Target Date 2055 Fund R6 Mutual Fund	Mutual Funds	—	—	$3.5M	5.3%
Standard Stable Asset Fund II Investment contract, at contract value	Other securities	—	—	$2.7M	4.2%
American Funds 2060 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$2.4M	3.6%
American Funds Target Date 2025 Fund R6 Mutual Fund	Mutual Funds	—	—	$2.2M	3.4%
American Funds American Mutual Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.9M	2.9%
Dodge & Cox Income Fund Class I Mutual Fund	Mutual Funds	—	—	$1.3M	1.9%
Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$1.1M	1.7%
American Funds New World Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.1M	1.7%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$1.0M	1.6%
MFS Mid Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.0M	1.6%
DWS Small Cap Core Fund Class S Mutual Fund	Other securities	—	—	$837K	1.3%
Columbia Overseas Value Fund Class I3 Mutual Fund	Other securities	—	—	$824K	1.3%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$785K	1.2%
9.50% with maturities through July 2033 -	Bonds / Notes	—	—	$736K	1.1%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$590K	0.9%
Calvert International Responsible Index Fund R6 Mutual Fund	Common Collective Trusts	—	—	$575K	0.9%
American Funds Target Date 2020 Fund R6 Mutual Fund	Mutual Funds	—	—	$491K	0.7%
American Funds U.S. Smallcap World Fund - Investor Shares Mutual Fund	Mutual Funds	—	—	$487K	0.7%
American Funds Century Small Cap Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$263K	0.4%
American Funds Target Date 2065 Fund R6 Mutual Fund	Mutual Funds	—	—	$221K	0.3%
JPMorgan Unconstrained Debt Fund R6 Mutual Fund	Other securities	—	—	$90K	0.1%
American Funds Target Date 2060 Fund R6 Mutual Fund	Mutual Funds	—	—	$65K	<0.1%
PIMCO Inflation Response Multi-Asset Fund Institutional Shares Mutual Fund	Mutual Funds	—	—	$28K	<0.1%