# Xad, INC. 401(k) Plan
Source: https://planprovider.pro/companies/xad-inc-plan-001

> Xad, INC.'s 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xad, INC.

- **Sponsor EIN:** 330942669

- **Sponsor Address:** ONE WORLD TRADE CENTER, NEW YORK, NY, 10007

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

- **Total Participants:** 182

- **Total Assets:** $29.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|182|$29.6M|$594,241|$2.7M|

| 2023|203|$24.7M|$706,554|$3.0M|

| 2022|252|$18.7M|$794,478|$3.2M|

## 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|

| NEWFRONT RETIREMENT SERVICES INC|ADVISOR|$41,670|—|$41,670|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$40,977|—|$40,977|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### 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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,647

- **Estimated Expense Ratio:** 0.280% 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|$82,647|$41,670|—|—|—|

| 2023|$73,060|$37,830|—|—|—|

| 2022|$77,347|—|—|—|—|

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