Joseph BURT signed Xenium Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xenium Resources, Inc.'s EIN is 93-1277996.
Download the official 2024 Form 5500 (PDF) for Xenium Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xenium Resources, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $681K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPORTUNUS WEALTH MANAGEMENT, LLC | 83-2752253 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | TPA | $77K | — |
| XENIUM RESOURCES, INC. | 93-1277996 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWELL STRACZEK LLC | 85-2477767 | — | AUDITOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $21.3M | 16.2% | |
| PRIN LIFETIME HYBR 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $20.0M | 15.2% | |
| PRIN LIFETIME HYBR 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $17.7M | 13.4% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $12.6M | 9.6% | |
| Principal Large Cap Growth I -- | Other securities | — | — | $9.5M | 7.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $9.5M | 7.2% | |
| PRIN LIFETIME HBR 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $8.3M | 6.3% | |
| Schwab Funds Self-Directed Brokerage Accounts -- | Self-Directed Brokerage | — | — | $6.0M | 4.6% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $3.3M | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.6M | 2.0% | |
| PRIN LIFETIME HYBR 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.5M | 1.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.9% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.4M | 1.8% | |
| Interest Identity of Issuer Description of Investment Cost** Value*** * Principal Guaranteed Interest Acct -- | Other securities | — | — | $1.7M | 1.3% | |
| Participant Loans rates from 3.25% to 9.50%, maturing 2025-2052 -- | Bonds / Notes | — | — | $1.7M | 1.3% | |
| Ivy Investments Delaware Ivy Mid Cap Growth Fund Class R6 -- | Other securities | — | — | $1.5M | 1.1% | |
| MFS Value R6 Fund -- | Mutual Funds | — | — | $1.4M | 1.0% | |
| Vanguard Target Retirement 2035 Inv Fund -- | Mutual Funds | — | — | $1.3M | 1.0% | |
| Conestoga Capital Small Cap Investors Fund -- | Other securities | — | — | $1.2M | 0.9% | |
| Principal Lifetime Hybrid Income -- | Other securities | — | — | $1.1M | 0.8% | |
| PRIN LIFETIME HYBR INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement 2025 Inv Fund -- | Mutual Funds | — | — | $1.1M | 0.8% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $946K | 0.7% | |
| Vanguard Target Retirement 2040 Inv Fund -- | Mutual Funds | — | — | $854K | 0.6% | |
| PGIM Total Return Bond R6 Fund -- | Other securities | — | — | $842K | 0.6% | |
| MFS International New Discovery Fund R6 -- | Mutual Funds | — | — | $840K | 0.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $797K | 0.6% | |
| American Century American Century Small Cap Value Fund R6 -- | Other securities | — | — | $794K | 0.6% | |
| Vanguard Target Retirement 2045 Inv Fund -- | Mutual Funds | — | — | $661K | 0.5% | |
| Fidelity Advisors Government Income Fund -- | Mutual Funds | — | — | $608K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $581K | 0.4% | |
| Vanguard Target Retirement 2030 Inv Fund -- | Mutual Funds | — | — | $558K | 0.4% | |
| Vanguard Target Retirement 2055 Inv Fund -- | Mutual Funds | — | — | $514K | 0.4% | |
| Vanguard Target Retirement 2060 Inv Fund -- | Mutual Funds | — | — | $455K | 0.3% | |
| Vanguard Target Retirement 2050 Inv Fund -- | Mutual Funds | — | — | $443K | 0.3% | |
| Dimensional Fund Adv DFA International Sustainability Core 1 Portfolio -- | Mutual Funds | — | — | $376K | 0.3% | |
| Vanguard Target Retirement 2065 Inv Fund -- | Mutual Funds | — | — | $375K | 0.3% | |
| Vanguard Target Retirement Inc Inv Fund -- | Mutual Funds | — | — | $229K | 0.2% | |
| TIAA Investments Nuveen Large Cap Responsible Equity R6 -- | Mutual Funds | — | — | $184K | 0.1% | |
| Vanguard Target Retirement 2070 Inv Fund -- | Mutual Funds | — | — | $142K | 0.1% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $39K | <0.1% | |
| TIAA Investments Nuveen Core Impact Bond R6 Fund -- | U.S. Treasuries | — | — | $27K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Principal Financial Group, Inc Stock -- | Common Stocks | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 Inv Fund -- | Mutual Funds | — | — | $2K | <0.1% |
