Plan Snapshot
- Plan Sponsor: Xaloy LLC
- Sponsor EIN: 814251752
- Sponsor Address: 375 VICTORIA RD, AUSTINTOWN, OH, 44515
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $23.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 235 | $23.7M | $824,954 | $1.6M |
| 2023 | 236 | $19.1M | $835,883 | $1.5M |
| 2022 | 281 | $15.3M | $860,973 | $1.5M |
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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — Auditor
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 | $67,062 | $42,536 | — | — | — |
| 2023 | $37,917 | — | $2,775 | — | — |
| 2022 | $38,935 | $37,287 | $1,648 | — | — |