Plan Ledger DOL Form 5500 · updated monthly

X Energy, LLC401(k)

X ENERGY, LLC RETIREMENT TRUST · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

X Energy, LLC reported $72,371 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $6,713 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 0.26% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 409th-largest of 1,671 plans among Maryland employers on file, and the 3,544th of 11,654 in professional & technical services. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 387 to 430 since 2022.

Plan summary
Net assets, end of year$36,655,147
Participants with balances504
Active participants430
Employer contributions$2,886,435
Employee contributions$5,319,136
Employer contribution per active participant$6,713
Average account balance$72,728
Benefits paid to participants$4,215,842
Plan auditUnmodified (clean) audit opinion
AuditorTORRILLO AND ASSOCIATES LLC
Plan history3
Yearassets · accounts · employer contribution
2024$36.7M · 504 accts · $2.9M emplr
2023$26.4M · 525 accts · $3.1M emplr
2022$13.6M · 374 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,105
Investment management$60,266
Total administrative$72,371
The X Energy, LLC 401(k) match · 2024
Employer contribution per active participant$6,713
Median for plans this size$2,416
2024$6,713 per active participant
2023$7,747 per active participant
2022$5,234 per active participant

X Energy, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$12,105
KESTRA ADVISORY SERVICES. · Investment advisory (plan)$60,266

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$72,371 · 0.23%
2023$51,906 · 0.26%
2022$30,966 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Maryland
Dragos, Inc. MD$39.6M · 0.20%
Phillips Corporation MD$36.8M · 0.19%
Precigen, Inc. MD$36.5M · 0.03%
Axle Informatics, LLC MD$36.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274661265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.