# Xl Industries 401(k) Plan
Source: https://planprovider.pro/companies/xl-industries-401k-plan

> Xl Industries's 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xl Industries

- **Sponsor EIN:** 844394062

- **Sponsor Address:** 851 BUCKEYE COURT, MILPITAS, CA, 95035

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

- **Total Participants:** 255

- **Total Assets:** $65.7M

## 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|255|$65.7M|$1.2M|$4.2M|

| 2023|279|$57.2M|$1.6M|$4.3M|

| 2022|303|$49.1M|$1.3M|$4.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,575|—|$42,575|

| STRATEGIC ADVISORS, INC.|ADVISOR|$22,690|—|$22,690|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$21,000|—|$21,000|

| BAKER TILLY US, LLP|Auditor|$21,000|—|$21,000|

| RBC WEALTH MANAGEMENT|ADVISOR|$20,000|—|$20,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $127,265

- **Estimated Expense Ratio:** 0.194% 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|$106,265|$42,690|$300|$21,000|—|

| 2023|$103,216|$41,734|—|$21,000|—|

| 2022|$108,572|$22,871|—|—|—|

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

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