# Xpo Logistics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/xpo-logistics-inc-401k-plan

> Xpo Logistics, INC.'s 401(k) plan: 17,616 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KBF CPAS LLP](https://planprovider.pro/provider/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|—|—|—|—|

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