Plan Snapshot
- Plan Sponsor: Xpo Cnw, INC.
- Sponsor EIN: 941444798
- Sponsor Address: PO BOX 3745, PORTLAND, OR, 972083745
- Plan Type: DB
- Total Participants: 3,810
- Total Assets: $1.5B
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. |
|---|---|---|---|---|
| 2024 | 3,810 | $1.5B | $0 | $0 |
| 2023 | 4,421 | $1.7B | $0 | $0 |
| 2022 | 4,840 | $1.6B | $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 |
|---|---|---|---|---|
| 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 | $8,506,436 | $5,664,447 | $1,582,642 | — | — |
| 2023 | $7,857,495 | $3,360,158 | $900 | — | — |
| 2022 | $8,005,558 | $3,170,884 | — | — | $1,357,518 |