Plan Snapshot
- Plan Sponsor: Xtralight Manufacturing, Ltd.
- Sponsor EIN: 760358892
- Sponsor Address: 8812 FREY RD, HOUSTON, TX, 77034
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $1.6M
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 | 45 | $1.6M | $2,393 | $101,844 |
| 2023 | 41 | $1.3M | $13,516 | $108,266 |
| 2022 | 216 | $1.0M | $41,657 | $314,196 |
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 |
|---|---|---|---|---|
| APPLE GUERIN COMPANY, LLC | 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 | $23,045 | — | $4,721 | — | — |
| 2023 | $180,603 | — | $3,767 | — | — |
| 2022 | $4,615 | $768 | — | — | — |