Plan Snapshot
- Plan Sponsor: Xsolis, INC.
- Sponsor EIN: 461324527
- Sponsor Address: 4031 ASPEN GROVE DRIVE, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $14.6M
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 | 288 | $14.6M | $783,891 | $2.7M |
| 2023 | 280 | $11.4M | $792,557 | $2.4M |
| 2022 | 287 | $5.9M | $557,583 | $1.6M |
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 | $38,430 | — | $38,430 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $28,855 | — | $28,855 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,761 | — | $7,761 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,046
- Estimated Expense Ratio: 0.514% 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 | $75,046 | $36,616 | — | — | — |
| 2023 | $46,033 | $22,087 | — | — | — |
| 2022 | $20,760 | $1,812 | — | — | — |