Plan Snapshot
- Plan Sponsor: Xactly Corporation
- Sponsor EIN: 113744289
- Sponsor Address: 221 LOS GATOS - SARATOGA RD, LOS GATOS, CA, 95030
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $46.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 231 | $46.9M | $506,742 | $3.2M |
| 2023 | 295 | $44.3M | $956,214 | $3.8M |
| 2022 | 468 | $37.7M | $960,275 | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $51,865 | — | $51,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,865
- Estimated Expense Ratio: 0.111% 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 | $233,145 | $26,962 | — | $51,865 | — |
| 2023 | $130,492 | $25,900 | — | — | — |
| 2022 | $185,085 | $104,222 | $33,932 | — | $45,131 |