# Exco Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/exco-resources-inc-401k-plan

> Exco Resources, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/whitley-penn-llp) — OTHER

- [WHITLEY PENN. LLP](https://planprovider.pro/provider/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|

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