Plan Snapshot
- Plan Sponsor: Xponent Hr Solutions LLC
- Sponsor EIN: 455490047
- Sponsor Address: 301 YAMATO ROAD, SUITE 2250, BOCA RATON, FL, 33431
- Plan Type: DC
- Total Participants: 147
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 147 | $4.5M | $310,056 | $579,991 |
| 2022 | 170 | $4.3M | $349,344 | $667,178 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $82,128 | — | $82,128 |
| RAYMOND JAMES | INVESTMENT ADVISOR | $20,244 | — | $20,244 |
| THE AIMPOINT GROUP LLC | CONTRACT ADMIN | $5,266 | — | $5,266 |
| HOLYFIELD & THOMAS LCC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — INVESTMENT ADVISOR
- HOLYFIELD & THOMAS LCC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,638
- Estimated Expense Ratio: 2.392% 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 |
|---|---|---|---|---|---|
| 2023 | $39,639 | — | $39,639 | — | — |
| 2022 | $47,676 | — | $47,676 | — | — |