Plan Snapshot
- Plan Sponsor: Xpo Logistics, INC.
- Sponsor EIN: 030450326
- Sponsor Address: PO BOX 3680, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Total Participants: 17,616
- Total Assets: $715.3M
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. |
|---|---|---|---|---|
| 2024 | 17,616 | $715.3M | $30.5M | $68.0M |
| 2023 | 16,967 | $602.1M | $26.6M | $59.3M |
| 2022 | 16,230 | $488.0M | $30.2M | $72.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $830,316 | — | $830,316 |
| MERCER US INC | INVESTMENT ADVISOR | $20,016 | — | $20,016 |
| KBF CPAS LLP | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
| KBF CPAS -AUDIT,LLP | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KBF CPAS LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $880,332
- Estimated Expense Ratio: 0.123% 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 | $868,932 | — | $3,600 | $15,000 | — |
| 2023 | $894,478 | $41,433 | $3,300 | — | — |
| 2022 | $1,056,281 | — | — | — | — |