Plan Snapshot
- Plan Sponsor: Xmt Services, INC.
- Sponsor EIN: 884345709
- Sponsor Address: 7514 WISCONSIN AVE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,530
- Total Assets: $111.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 2,530 | $111.2M | $0 | $0 |
| 2024 | 1,551 | $92.8M | $4.5M | $8.8M |
| 2023 | 1,427 | $81.8M | $4.6M | $7.6M |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $486,872 | — | $486,872 |
| XMT SERVICES, INC. | Recordkeeper | $119,093 | — | $119,093 |
| SLAVIC MUTUAL FUND CORPORATION | Investment Advisor | $49,328 | — | $49,328 |
| TEMPLETON & CO. | Auditor | $12,500 | — | $12,500 |
| STEVENS & LEE | Other Service Provider | $11,977 | — | $11,977 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $679,770
- Estimated Expense Ratio: 0.611% 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 | $13,599,924 | $49,328 | $605,965 | $12,500 | — |
| 2024 | $633,046 | $59,550 | $548,864 | $12,000 | — |
| 2023 | $494,398 | $38,829 | $440,700 | $11,750 | — |