Plan Snapshot
- Plan Sponsor: Xceedance, INC.
- Sponsor EIN: 472037577
- Sponsor Address: 1 MERCANTILE STREET, WORCESTER, MA, 01608
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 216 | $5.0M | $213,488 | $892,940 |
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 |
|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | Other Service Provider | $11,795 | — | $11,795 |
| JOHN HANCOCK RETIREMENT PLAN SVCS | Recordkeeper | $7,255 | — | $7,255 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,050
- Estimated Expense Ratio: 0.380% 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 | $19,050 | $11,795 | $7,255 | — | — |