Plan Snapshot
- Plan Sponsor: Xenium Resources, INC.
- Sponsor EIN: 931277996
- Sponsor Address: 7401 SW WASHO COURT, STE. 200, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Total Participants: 3,063
- Total Assets: $131.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,063 | $131.5M | $4.5M | $10.1M |
| 2023 | 2,541 | $118.0M | $4.0M | $9.2M |
| 2022 | 2,270 | $94.1M | $3.7M | $8.8M |
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 |
|---|---|---|---|---|
| HOWELL STRACZEK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOWELL STRACZEK LLC — 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 | $746,302 | — | $746,302 | — | — |
| 2023 | $616,093 | — | $616,093 | — | — |
| 2022 | $540,820 | — | $540,820 | — | — |