Plan Snapshot
- Plan Sponsor: Xanitos INC.
- Sponsor EIN: 261798735
- Sponsor Address: 17 CAMPUS BLVD., SUITE 150, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 2,782
- Total Assets: $6.0M
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 | 2,782 | $6.0M | $234,985 | $973,243 |
| 2023 | 1,898 | $4.8M | $206,423 | $687,436 |
| 2022 | 1,203 | $3.6M | $223,565 | $804,732 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $40,652 | — | $40,652 |
| SECURITIES AMERICA ADVISORS INC | Investment Advisor | $12,611 | — | $12,611 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,263
- Estimated Expense Ratio: 0.882% 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 | $53,263 | $12,611 | — | — | — |
| 2023 | $41,216 | $8,865 | — | — | — |
| 2022 | $29,811 | $8,252 | — | — | — |