Plan Snapshot
- Plan Sponsor: Xanedu Publishing, INC.
- Sponsor EIN: 270760968
- Sponsor Address: 4750 VENTURE DRIVE, ANN ARBOR, MI, 48108
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $17.0M
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 | 105 | $17.0M | $414,746 | $1.2M |
| 2023 | 165 | $15.9M | $500,563 | $1.4M |
| 2022 | 105 | $8.4M | $142,752 | $718,805 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $2,003 | $903 | — | — | — |
| 2023 | $1,491 | $553 | — | — | — |
| 2022 | $1,094 | $263 | — | — | — |