# Exactera LLC 401(k) Plan
Source: https://planprovider.pro/companies/crossborder-transactions-llc-dba-crossborder-solutions-401k-plan

> Exactera LLC's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exactera LLC

- **Sponsor EIN:** 475608400

- **Sponsor Address:** 520 WHITE PLAINS RD., TARRYTOWN, NY, 10591

- **Plan Type:** 401(k)

- **Total Participants:** 88

- **Total Assets:** $3.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|88|$3.9M|$5,072|$728,647|

| 2023|103|$3.3M|$0|$830,385|

| 2022|105|$2.3M|$0|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KESTRA ADVISORY SERVICES LLC|RETAINED BY EMPLOYER|$15,966|—|$15,966|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$12,559|—|$12,559|

| FRAZIER & DEETER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/kestra-advisory-services-llc) — RETAINED BY EMPLOYER

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [FRAZIER & DEETER LLC](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,525

- **Estimated Expense Ratio:** 0.735% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$28,524|$16,209|$12,315|—|—|

| 2023|$22,842|$13,342|$9,500|—|—|

| 2022|$19,091|$10,247|$8,844|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/crossborder-transactions-llc-dba-crossborder-solutions-401k-plan)

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