Plan Snapshot
- Plan Sponsor: Xli Manufacturing, LLC
- Sponsor EIN: 832389660
- Sponsor Address: 50 JETVIEW DRIVE, ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 108
- Total Assets: $27,572
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 108 | $27,572 | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $74,028 | — | $74,028 |
| TOMPKINS INSURANCE | Investment Advisor | $52,000 | — | $52,000 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $15,338 | — | $15,338 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,366
- Estimated Expense Ratio: 512.716% 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 |
|---|---|---|---|---|---|
| 2025 | $1,315,431 | $29,857 | $67,338 | — | — |