Plan Snapshot
- Plan Sponsor: Xpress Natural Gas, LLC
- Sponsor EIN: 450679469
- Sponsor Address: 300 BRICKSTONE SQUARE, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 132 | $5.1M | $265,608 | $600,205 |
| 2023 | 116 | $4.5M | $263,476 | $556,128 |
| 2022 | 126 | $3.3M | $274,642 | $569,847 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $12,032 | — | $12,032 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,032
- Estimated Expense Ratio: 0.236% 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 | $12,032 | — | $12,032 | — | — |
| 2023 | $13,150 | — | $13,150 | — | — |
| 2022 | $9,308 | — | $9,308 | — | — |