Plan Snapshot
- Plan Sponsor: X-Energy, LLC
- Sponsor EIN: 274661265
- Sponsor Address: 530 GAITHER ROAD, ROCKVILLE, MD, 20850
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 767
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 767 | $0 | $0 | $0 |
| 2024 | 416 | $0 | $0 | $0 |
| 2023 | 511 | $0 | $0 | $0 |
| 2022 | 682 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| OPTUM | Other Service Provider | $13,281 | — | $13,281 |
| JANUS ASSOCIATES, INC. DBA BHS | Other Service Provider | $7,274 | — | $7,274 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,555
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |