Plan Snapshot
- Plan Sponsor: Xpress Wellness Urgent Care, LLC
- Sponsor EIN: 462683803
- Sponsor Address: 400 N WALKER STE 250, OKLAHOMA CITY, OK, 73102
- Plan Type: 401(k)
- Total Participants: 541
- Total Assets: $11.2M
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 | 541 | $11.2M | $857,967 | $1.9M |
| 2023 | 352 | $6.8M | $695,917 | $1.5M |
| 2022 | 498 | $4.6M | $566,503 | $1.2M |
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 | $51,253 | — | $51,253 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $49,652 | — | $49,652 |
| TRISTAR PENSION, LTD | Other Service Provider | $14,987 | — | $14,987 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,892
- Estimated Expense Ratio: 1.039% 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 | $97,913 | — | $14,987 | — | — |
| 2023 | $63,785 | — | $650 | — | — |
| 2022 | $107,732 | — | $44,865 | — | $13,383 |