# Xifin, INC. 401(k) Plan
Source: https://planprovider.pro/companies/xifin-inc-401k-plan

> Xifin, INC.'s 401(k) plan: 1,022 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xifin, INC.

- **Sponsor EIN:** 330769145

- **Sponsor Address:** 12225 EL CAMINO REAL, SAN DIEGO, CA, 92130

- **Plan Type:** 401(k)

- **Total Participants:** 1,022

- **Total Assets:** $66.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,022|$66.9M|$1.6M|$5.8M|

| 2023|901|$54.8M|$1.7M|$5.6M|

| 2022|861|$41.5M|$1.6M|$5.1M|

## 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|$205,715|—|$205,715|

| TROMBINO PENSION ADMINISTRATORS INC|THIRD PARTY ADMINISTRATO|$31,389|$15,500|$46,889|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISORY|—|$46,245|$46,245|

| JGD & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $298,849

- **Estimated Expense Ratio:** 0.446% 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|$235,977|—|$203,058|—|—|

| 2023|$220,536|—|$206,687|—|—|

| 2022|$192,979|—|$181,287|—|—|

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

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