Plan Snapshot
- Plan Sponsor: Xencor, INC.
- Sponsor EIN: 201622502
- Sponsor Address: 465 N. HALSTEAD STREET, PASADENA, CA, 91107
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $47.7M
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 | 250 | $47.7M | $1.6M | $4.8M |
| 2023 | 285 | $37.7M | $1.7M | $5.2M |
| 2022 | 281 | $25.8M | $1.4M | $4.6M |
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 |
|---|---|---|---|---|
| MAGINNIS KNECHTEL & MCINTYRE 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 | -$9,946 | $12,773 | — | — | — |
| 2023 | $12,436 | $19,735 | — | — | — |
| 2022 | $65,992 | — | — | — | — |