Plan Snapshot
- Plan Sponsor: X Technologies, INC.
- Sponsor EIN: 742895612
- Sponsor Address: 100 SANDAU STE. 300, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $11.8M
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 | 112 | $11.8M | $260,417 | $669,088 |
| 2023 | 129 | $10.9M | $289,139 | $733,294 |
| 2022 | 160 | $8.8M | $303,223 | $720,271 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | Other Service Provider | $13,809 | — | $13,809 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $2,769 | $9,178 | $11,947 |
| MERRILL LYNCH - FAS | Other Service Provider | $8,724 | — | $8,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,480
- Estimated Expense Ratio: 0.293% 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 | $30,638 | $24,093 | — | — | — |
| 2023 | $29,053 | — | $28,389 | — | — |
| 2022 | $25,258 | — | $25,204 | — | — |