Plan Snapshot
- Plan Sponsor: Xpo Cnw, INC.
- Sponsor EIN: 941444798
- Sponsor Address: PO BOX 3680, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Total Participants: 5,304
- Total Assets: $1.9B
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 | 5,304 | $1.9B | $27.3M | $48.6M |
| 2023 | 5,689 | $1.8B | $27.8M | $48.5M |
| 2022 | 6,189 | $1.7B | $29.0M | $50.3M |
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 |
|---|---|---|---|---|
| KBF CPAS -AUDIT, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $397,875 | $62,245 | $5,100 | — | — |
| 2023 | $526,244 | $100,475 | $6,600 | — | — |
| 2022 | $627,390 | — | — | — | — |