AUMdb

Xcel Energy 401(k) Savings Plan

Sponsored by Xcel Energy Inc. · EIN 410448030 · Plan #003

Total assets
$3.1B
Net assets
$3.1B
Active participants
9,075
With balances
13,654

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $1,376,964
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $467,557