# Xenium Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/xenium-resources-inc-401k-plan

> Xenium Resources, INC.'s 401(k) plan: 3,063 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$681,415|—|$681,415|

| PENSION PLAN SPECIALISTS, PC|TPA|$77,441|$315,427|$392,868|

| OPPORTUNUS WEALTH MANAGEMENT, LLC|INVESTMENT ADVISORY|—|$117,921|$117,921|

| HOWELL STRACZEK LLC|AUDITOR|—|$24,000|$24,000|

| XENIUM RESOURCES, INC.|CONTRACT ADMINISTRATOR|$5,936|$1,466|$7,402|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOWELL STRACZEK LLC](https://planprovider.pro/provider/howell-straczek-llc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,223,606

- **Estimated Expense Ratio:** 0.931% 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|$746,302|—|$746,302|—|—|

| 2023|$616,093|—|$616,093|—|—|

| 2022|$540,820|—|$540,820|—|—|

## Similar Plans

- [Cardinal Services, INC.](https://planprovider.pro/companies/cardinal-services-inc-401k-plan-001-5752) — 1,159 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/xenium-resources-inc-401k-plan)

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