Plan Snapshot
- Plan Sponsor: Xponential Fitness LLC
- Sponsor EIN: 822858491
- Sponsor Address: 17877 VON KARMAN SUITE 100, IRVINE, CA, 92614
- Plan Type: 401(k)
- Total Participants: 461
- Total Assets: $12.7M
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 | 461 | $12.7M | $808,634 | $1.7M |
| 2023 | 840 | $10.3M | $676,502 | $1.6M |
| 2022 | 1,193 | $7.0M | $544,343 | $1.4M |
| 2021 | 739 | $6.5M | $0 | $0 |
| 2020 | 464 | $4.3M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $62,482 | — | $62,482 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,701 | — | $9,701 |
| REDWITZ, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDWITZ, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,183
- Estimated Expense Ratio: 0.566% 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 | $72,183 | $9,701 | — | — | — |
| 2023 | $51,836 | $6,923 | — | — | — |
| 2022 | $41,610 | $5,614 | $35,996 | — | — |
| 2021 | $30,362 | $3,723 | $26,639 | — | — |
| 2020 | $17,995 | $1,287 | $16,708 | — | — |