Plan Snapshot
- Plan Sponsor: Fxi, INC.
- Sponsor EIN: 270283137
- Sponsor Address: 5 RADNOR CORPORATE CENTER, RADNOR, PA, 19087
- Plan Type: 401(k)
- Total Participants: 2,138
- Total Assets: $78.4M
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 | 2,138 | $78.4M | $2.7M | $5.0M |
| 2023 | 2,123 | $74.1M | $2.6M | $4.7M |
| 2022 | 2,078 | $64.3M | $2.6M | $4.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $76,566 | — | $76,566 |
| SIANA CARR OCONNOR AND LYNAM | NONE | $30,500 | — | $30,500 |
| DIMEO SCHNEIDER & ASSOCIATES LLC | NONE | $10,823 | — | $10,823 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,889
- Estimated Expense Ratio: 0.150% 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 | $115,530 | $10,823 | -$2,284 | $30,500 | — |
| 2023 | $180,231 | $52,074 | $34,284 | — | — |
| 2022 | $182,572 | $40,892 | — | — | $28,000 |