# Xs Brokers 401(k) Plan
Source: https://planprovider.pro/companies/xs-brokers-401k-plan

> Xs Brokers's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Xs Brokers

- **Sponsor EIN:** 042658206

- **Sponsor Address:** 13 TEMPLE STREET, QUINCY, MA, 02169

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

- **Total Participants:** 203

- **Total Assets:** $25.2M

## 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|203|$25.2M|$941,797|$1.8M|

| 2023|176|$22.4M|$824,636|$1.5M|

| 2022|152|$17.4M|$699,877|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$47,392|—|$47,392|

| LEE & CROWLEY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LEE & CROWLEY, LLC](https://planprovider.pro/provider/lee-and-crowley-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,392

- **Estimated Expense Ratio:** 0.188% 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|$47,392|—|—|—|—|

| 2023|$52,097|—|—|—|—|

| 2022|$42,964|—|—|—|—|

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