AVI Sklut signed XMT Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
XMT Services, Inc.'s EIN is 88-4345709.
Download the official 2024 Form 5500 (PDF) for XMT Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)XMT Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $434K | — |
| XCEL MANAGEMENT, INC | 88-4345709 | — | PLAN ADMINISTRATOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $8.9M | 9.6% | |
| Vanguard VTTVX - Vanguard Target Retirement 2025 | Mutual Funds | — | — | $8.1M | 8.7% | |
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $7.8M | 8.4% | |
| Vanguard VTTHX - Vanguard Target Retirement 2035 Fund Investor Shares | Mutual Funds | — | — | $7.3M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $7.1M | 7.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $6.2M | 6.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $4.5M | 4.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.7M | 4.0% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $3.4M | 3.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $3.2M | 3.5% | |
| BlackRock BTMKX - iShares MSCI EAFE International Index Fund Class K | Common Collective Trusts | — | — | $3.0M | 3.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.7M | 2.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.5M | 2.7% | |
| Vanguard VITAX - Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 2.4% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.9M | 2.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $1.9M | 2.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.8M | 1.9% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $1.7M | 1.9% | |
| Notes receivable from participants - | Other securities | — | — | $1.3M | 1.4% | |
| iShares Total U.S Stock Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.3% | |
| Vanguard Mid Cap Growth Index Admiral Fund | Mutual Funds | — | — | $1.0M | 1.1% | |
| Vanguard Small Cap Growth Index Adm Fund | Mutual Funds | — | — | $990K | 1.1% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $978K | 1.1% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $752K | 0.8% | |
| Vanguard VMVAX - Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $651K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $624K | 0.7% | |
| Vanguard Small Cap Value Index Adm Fund | Mutual Funds | — | — | $587K | 0.6% | |
| Vanguard VGHAX - Vanguard Health Care Admiral | Mutual Funds | — | — | $547K | 0.6% | |
| Fidelity FPADX - Fidelity Emerging Markets Index | Mutual Funds | — | — | $479K | 0.5% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $477K | 0.5% | |
| Prudential High Yield Fund | Other securities | — | — | $441K | 0.5% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $354K | 0.4% | |
| Vanguard VFTAX - Vanguard Ftse Social Index Admiral | Mutual Funds | — | — | $320K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $310K | 0.3% | |
| Victory Short Term Bond Fund | Other securities | — | — | $305K | 0.3% | |
| Vanguard VASGX - Vanguard Life Strategy Growth | Mutual Funds | — | — | $304K | 0.3% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $298K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Ad Fund | Mutual Funds | — | — | $295K | 0.3% | |
| Vanguard Short-Term Bond Index Admiral Fund ** 1 Vanguard Energy Index Admiral Fund | Mutual Funds | — | — | $293K | 0.3% | |
| American Funds Global Balanced CL R6 Fund | Mutual Funds | — | — | $259K | 0.3% | |
| Vanguard Short-Term Inf Prot Index Admiral | Mutual Funds | — | — | $242K | 0.3% | |
| Fidelity FSPHX - Fidelity Select Health Care - Franklin/Templeton FUFRX - Franklin Utilities Fund Class R6 | Mutual Funds | — | — | $233K | 0.3% | |
| DFA Inflation Protected SEC Port Fund | Mutual Funds | — | — | $219K | 0.2% | |
| Vanguard Life Strategy Conservative Fund | Mutual Funds | — | — | $208K | 0.2% | |
| Vanguard Total Intl Bd Idx Admiral | Common Collective Trusts | — | — | $131K | 0.1% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $84K | <0.1% | |
| Vanguard Life Strategy Moderate Fund | Mutual Funds | — | — | $75K | <0.1% | |
| Vanguard Short-Term Federal Admiral Fund | Mutual Funds | — | — | $71K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TEMPLETON & CO. | 14-1918990 | — | AUDITOR | $12K | — |
| 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 | — |
