Plan Snapshot
- Plan Sponsor: Xri Services Co., LLC
- Sponsor EIN: 371736141
- Sponsor Address: 15 SMITH RD, STE 5000, MIDLAND, TX, 79705
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $4.5M
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 | 158 | $4.5M | $418,653 | $691,294 |
| 2023 | 190 | $4.2M | $250,176 | $587,168 |
| 2022 | 219 | $3.8M | $262,214 | $582,120 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $14,523 | — | $14,523 |
| WEAVER & TIDWELL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WEAVER & TIDWELL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,523
- Estimated Expense Ratio: 0.320% 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 | $14,523 | — | — | — | — |
| 2023 | $16,568 | — | — | — | — |
| 2022 | $17,386 | — | — | — | — |