Plan Ledger DOL Form 5500 · updated monthly

Xanitos Inc.401(k)

XANITOS INC. 401K PROFIT SHARING PLAN AND TRUST · NEWTOWN SQUARE, PA · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Xanitos Inc. reported $53,263 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $84 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 rose from 0.87% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,761st of 3,651), and 7,412th of 11,911 in health care & social assistance. In 2024, employees put in $4.14 for every $1.00 the employer contributed; active participation has grown from 1,203 to 2,782 since 2022.

Plan summary
Net assets, end of year$5,902,651
Participants with balances385
Active participants2,782
Employer contributions$234,985
Employee contributions$973,243
Employer contribution per active participant$84
Average account balance$15,332
Benefits paid to participants$551,732
Plan auditUnmodified (clean) audit opinion
AuditorDAVIDSON DOYLE AND HILTON
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 385 accts · $235K emplr
2023$4.7M · 345 accts · $206K emplr
2022$3.5M · 352 accts · $224K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,652
Investment management$12,611
Total administrative$53,263
The Xanitos Inc. 401(k) match · 2024
Employer contribution per active participant$84
Median for plans this size$1,313
2024$84 per active participant
2023$109 per active participant
2022$186 per active participant

Xanitos Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$40,652
SECURITIES AMERICA ADVISORS INC · Investment advisory (plan)$12,611

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$53,263 · 1.01%
2023$41,216 · 1.01%
2022$29,811 · 0.87%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Laurel View Village PA$6.0M · 0.23%
Shared Support Inc. PA$5.9M · 0.53%
Longwood at Oakmont, Inc. PA$5.9M · 0.45%
Mazzoni Center PA$5.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261798735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.