Plan Ledger DOL Form 5500 · updated monthly

Xactus LLC401(k)

CONSOLIDATED INFORMATION SERVI 401(K) PROFIT SHARING PLAN & TRUST · BROOMALL, PA · plan year 2023

Reported admin expense ratio · 2023
0.49%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Xactus LLC reported $83,077 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.55% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,618th-largest of 3,651 plans among Pennsylvania employers on file, and 5,866th of 11,654 in professional & technical services. In 2023, employees put in $1725485.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,295,755
Participants with balances380
Active participants499
Employer contributions$1
Employee contributions$1,725,485
Employer contribution per active participant$0
Average account balance$48,147
Benefits paid to participants$2,086,605
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $960K emplr
2023$18.3M · 380 accts · $1 emplr
2022$15.6M · 344 accts · $958K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$38,112
Investment management$44,105
Trustee / custodial$860
Total administrative$83,077
The Xactus LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440
2023$0 per active participant
2022$1,772 per active participant

Xactus LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PAYCHEX, INC. · Investment advisory (participants) · Recordkeeping$41,270
KESTRA ADVISORY SERVICES LLC · Investment advisory (participants) · Recordkeeping$40,488

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024KESTRA ADVISORY SERVICES LLC, Paychex
2023KESTRA ADVISORY SERVICES LLC, Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$83,077 · 0.49%
2022$73,707 · 0.55%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Eclerx, LLC PA$19.3M · 0.20%
Spartan Organization, Inc. PA$18.6M · 0.16%
Cargas Systems Inc PA$18.4M · 0.31%
Kcf Technologies, Inc. PA$18.1M · 0.11%
Ehs Support, LLC PA$18.0M · 0.54%
Xodus Medical, Inc. PA$18.0M · 0.37%
Did Agency Group, LLC PA$17.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824454389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.