# Gxo Enterprise Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gxo-enterprise-services-llc-401k-plan-001

> Gxo Enterprise Services, LLC&#39;s 401(k) plan: 21,896 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gxo Enterprise Services, LLC

- **Sponsor EIN:** 862098312

- **Sponsor Address:** TWO AMERICAN LANE, GREENWICH, CT, 06831

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

- **Total Participants:** 21,896

- **Total Assets:** $438.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|21,896|$438.3M|$21.9M|$48.2M|

| 2023|20,510|$351.6M|$18.6M|$42.1M|

| 2022|22,424|$230.0M|$16.0M|$39.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$846,157|—|$846,157|

| MMA SECURITIES LLC|INVESTMENT ADVISORY|$52,500|—|$52,500|

| KBF CPAS LLP|ACCOUNTANT/AUDITOR|$28,000|—|$28,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$19,383|—|$19,383|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MMA SECURITIES LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — INVESTMENT ADVISORY

- [KBF CPAS LLP](https://planprovider.pro/provider/kbf-cpas-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $946,040

- **Estimated Expense Ratio:** 0.216% 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|$947,240|$19,383|$1,200|$28,000|—|

| 2023|$683,182|$77|$300|—|—|

| 2022|$565,921|—|—|—|—|

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