Plan Snapshot
- Plan Sponsor: Xperi INC.
- Sponsor EIN: 834470363
- Sponsor Address: 5220 LAS VIRGENES ROAD, CALABASAS, CA, 91302
- Plan Type: 401(k)
- Total Participants: 695
- Total Assets: $387.6M
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 | 695 | $387.6M | $3.9M | $15.5M |
| 2023 | 871 | $348.5M | $4.4M | $16.1M |
| 2022 | 918 | $296.1M | $4.6M | $16.5M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $123,060 | — | $123,060 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | ACCOUNTANT/AUDITOR | $12,600 | — | $12,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- HOLTHOUSE CARLIN & VAN TRIGT LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,660
- Estimated Expense Ratio: 0.035% 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 | $115,665 | — | $600 | $12,600 | — |
| 2023 | $66,678 | $120,000 | — | $10,800 | — |
| 2022 | $127,146 | — | — | — | — |