Plan Ledger DOL Form 5500 · updated monthly

Xpedient Management Group LLC401(k)

XPEDIENT LOGISTICS 401K PLAN · COPPELL, TX · plan year 2022

Reported admin expense ratio · 2022
0.99%

Xpedient Management Group LLC reported $3,557 in plan administrative expenses for 2022: 0.99% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (5,507th of 5,688), and 2,474th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$386,954
Participants with balances45
Active participants379
Employer contributions—
Employee contributions$180,553
Employer contribution per active participant—
Average account balance$8,599
Benefits paid to participants$63,372
Plan auditUnmodified (clean) audit opinion
AuditorHERBIEN AND COMPANY, INC.
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,557 · 0.99%
Same employer
Similar plansTransportation & Warehousing · Texas
Towing Network LLC TX$433K · 4.63%
Onpoint Delivery LLC TX$300K · 0.49%
Reliant Logistics LLC TX$298K · 0.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 462386458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.