# Xpt Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/xpt-partners-llc-401k-plan

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

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xpt Partners LLC

- **Sponsor EIN:** 842849287

- **Sponsor Address:** 50 BREWERY STREET, SUITE 8476, NEW HAVEN, CT, 065307719

- **Plan Type:** 401(k)

- **Total Participants:** 401

- **Total Assets:** $21.0M

## 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|401|$21.0M|$759,737|$2.3M|

| 2023|347|$16.4M|$593,098|$1.8M|

| 2022|274|$10.8M|$397,367|$1.5M|

## 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|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$91,189|$816|—|—|—|

| 2023|$62,783|$8,885|$34,945|—|—|

| 2022|$47,576|$6,995|$25,591|—|$14,990|

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