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Original filing (PDF)20250729122456NAL0001313187001
XMT SERVICES, INC.
Form 5500
FILING_RECEIVED
XCEL HR 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,551
Accounts w/ balance
1,740
Plan assets (EOY)
$92.8M
Net assets (EOY)
$92.8M
How this plan invests
This plan
68 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 303% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XMT SERVICES, INC..
Plan sponsor
Name
XMT SERVICES, INC.
EIN
88-4345709
Address
7361 CALHOUN PLACE · SUITE 350 · ROCKVILLE, MD · 20855
Phone
(800) 611-9235
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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)
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $434K | — |
| XCEL MANAGEMENT, INC | 88-4345709 | — | PLAN ADMINISTRATOR | $80K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & CO. | 14-1918990 | — | AUDITOR | $12K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND CORPORATION | 59-2749576 | — | INVESTMENT MGMT | $46K | — |
| COOGAN RE INC. | — | BEL AIR, MD | SERVICE PROVIDER | $14K | — |
| STEVENS & LEE | 23-1886296 | — | SERVICE PROVIDER | $13K | — |
Investments
49 direct securities· $93.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $8.9M | 9.6% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | — | — | — | $8.1M | 8.7% | |
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $7.8M | 8.4% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $7.3M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $7.1M | 7.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $6.2M | 6.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $4.5M | 4.9% | |
| Fidelity US Bond Index Fund | — | — | — | $3.7M | 4.0% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $3.4M | 3.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $3.2M | 3.5% | |
| BlackRock BTMKX - iShares MSCI EAFE International Index Fund Class K | — | — | — | $3.0M | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.7M | 2.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.5M | 2.7% | |
| Vanguard VITAX - Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $2.2M | 2.4% | |
| Vanguard Target Retirement Income | — | — | — | $1.9M | 2.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.9M | 2.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.8M | 1.9% | |
| Vanguard Value Index Admiral | — | — | — | $1.7M | 1.9% | |
| Vanguard VWUAX - Vanguard Us Growth Admiral - Loan - Loan 4.25% - 9.50% | — | — | — | $1.3M | 1.4% | |
| Notes receivable from participants - | — | — | — | $1.3M | 1.4% | |
| iShares Total U.S Stock Market Index Fund | — | — | — | $1.2M | 1.3% | |
| Vanguard Mid Cap Growth Index Admiral Fund | — | — | — | $1.0M | 1.1% | |
| Vanguard Small Cap Growth Index Adm Fund | — | — | — | $990K | 1.1% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $978K | 1.1% | |
| American Funds New Perspective R6 Fund | — | — | — | $752K | 0.8% | |
| Vanguard VMVAX - Vanguard Mid Cap Value Index Admiral | — | — | — | $651K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Fund | — | — | — | $624K | 0.7% | |
| Vanguard Small Cap Value Index Adm Fund | — | — | — | $587K | 0.6% | |
| Vanguard VGHAX - Vanguard Health Care Admiral | — | — | — | $547K | 0.6% | |
| Fidelity FPADX - Fidelity Emerging Markets Index | — | — | — | $479K | 0.5% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $477K | 0.5% | |
| Prudential High Yield Fund | — | — | — | $441K | 0.5% | |
| DFA Real Estate Securities Fund | — | — | — | $354K | 0.4% | |
| Vanguard VFTAX - Vanguard Ftse Social Index Admiral | — | — | — | $320K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $310K | 0.3% | |
| Victory Short Term Bond Fund | — | — | — | $305K | 0.3% | |
| Vanguard VASGX - Vanguard Life Strategy Growth | — | — | — | $304K | 0.3% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $298K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Ad Fund | — | — | — | $295K | 0.3% | |
| Vanguard Short-Term Bond Index Admiral Fund ** 1 Vanguard Energy Index Admiral Fund | — | — | — | $293K | 0.3% | |
| American Funds Global Balanced CL R6 Fund | — | — | — | $259K | 0.3% | |
| Vanguard Short-Term Inf Prot Index Admiral | — | — | — | $242K | 0.3% | |
| Fidelity FSPHX - Fidelity Select Health Care - Franklin/Templeton FUFRX - Franklin Utilities Fund Class R6 | — | — | — | $233K | 0.3% | |
| DFA Inflation Protected SEC Port Fund | — | — | — | $219K | 0.2% | |
| Vanguard Life Strategy Conservative Fund | — | — | — | $208K | 0.2% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $131K | 0.1% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $84K | <0.1% | |
| Vanguard Life Strategy Moderate Fund | — | — | — | $75K | <0.1% | |
| Vanguard Short-Term Federal Admiral Fund | — | — | — | $71K | <0.1% |
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