# Xponent Hr Solutions LLC DC Plan
Source: https://planprovider.pro/companies/xponent-hr-solutions-llc-plan

> Xponent Hr Solutions LLC's DC plan: 147 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISOR

- [HOLYFIELD & THOMAS LCC](https://planprovider.pro/provider/holyfield-and-thomas-llc) — 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|—|—|

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