Plan Snapshot
- Plan Sponsor: Rxo Corporate Solutions, LLC
- Sponsor EIN: 854108974
- Sponsor Address: 11215 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Total Participants: 6,321
- Total Assets: $263.1M
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 | 6,321 | $263.1M | $14.0M | $22.7M |
| 2023 | 5,129 | $169.6M | $10.0M | $21.5M |
| 2022 | 7,462 | $124.4M | $1.2M | $2.7M |
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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $320,729 | — | $1,500 | — | — |
| 2023 | $235,438 | — | — | — | — |
| 2022 | $2,075 | — | — | — | — |