Plan Snapshot
- Plan Sponsor: Exco Resources, INC.
- Sponsor EIN: 741492779
- Sponsor Address: 12377 MERIT DR. SUITE 1700, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $50.4M
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 | 137 | $50.4M | $1.1M | $1.6M |
| 2023 | 125 | $50.3M | $841,183 | $1.4M |
| 2022 | 128 | $47.2M | $806,685 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $74,790 | — | $74,790 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $28,520 | — | $28,520 |
| WHITLEY PENN LLP | OTHER | $19,913 | — | $19,913 |
| WHITLEY PENN. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — OTHER
- WHITLEY PENN. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,223
- Estimated Expense Ratio: 0.244% 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 | $123,223 | $28,520 | — | — | — |
| 2023 | $44,996 | $24,243 | $3,724 | $17,004 | — |
| 2022 | $48,390 | $25,880 | $2,960 | — | $19,457 |