Plan Snapshot
- Plan Sponsor: Xeris Pharmaceuticals, INC.
- Sponsor EIN: 203352427
- Sponsor Address: 1375 W. FULTON STREET, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $35.8M
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 | 403 | $35.8M | $2.3M | $4.7M |
| 2023 | 372 | $24.9M | $2.2M | $4.3M |
| 2022 | 345 | $16.9M | $1.9M | $3.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $40,598 | — | $40,598 |
| RBC CAPITAL MARKETS LLC | NONE | $18,991 | — | $18,991 |
| MESIROW FINANCIAL | NONE | $6,732 | — | $6,732 |
| MILLER, COOPER & CO. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER, COOPER & CO. LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,321
- Estimated Expense Ratio: 0.185% 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 | $66,258 | $17,465 | — | — | — |
| 2023 | $139,252 | — | $12,008 | — | — |
| 2022 | $85,972 | — | $85,972 | — | — |