Plan Ledger DOL Form 5500 · updated monthly

Fxi, Inc.401(k)

FXI 401(K) PLAN · RADNOR, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Fxi, Inc. reported $115,530 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,240 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 2 years on file its reported administrative ratio fell from 0.25% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 572nd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,270th of 13,661 in manufacturing. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,422,584
Participants with balances1,211
Active participants2,138
Employer contributions$2,650,568
Employee contributions$5,023,290
Employer contribution per active participant$1,240
Average account balance$64,759
Benefits paid to participants$15,046,692
Plan auditUnmodified (clean) audit opinion
AuditorSIANA CARR O'CONNOR & LYNAM, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$78.4M · 1,211 accts · $2.7M emplr
2023$74.1M · 1,255 accts · $2.6M emplr
2022$64.3M · 1,313 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,207
Investment management$10,823
Audit (IQPA)$30,500
Total administrative$115,530
The Fxi, Inc. 401(k) match · 2024
Employer contribution per active participant$1,240
Median for plans this size$3,635
2024$1,240 per active participant
2023$1,243 per active participant
2022$1,261 per active participant

Fxi, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping$76,566
SIANA CARR OCONNOR AND LYNAM · Accounting / audit$30,500
DIMEO SCHNEIDER & ASSOCIATES LLC · Investment management$10,823

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$115,530 · 0.15%
2023$180,231 · 0.26%
2022$182,572 · 0.25%
Same employer
Similar plansManufacturing · Pennsylvania
Penn Color Inc. PA$79.7M · 0.34%
Lasko Products, LLC PA$78.3M · 0.18%
Potters Industries, LLC PA$77.6M · 0.02%
Nlmk USA, LLC PA$74.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270283137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.