# Xponential Fitness LLC 401(k) Plan
Source: https://planprovider.pro/companies/xponential-fitness-llc-401k-plan

> Xponential Fitness LLC's 401(k) plan: 461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|

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