Plan Ledger DOL Form 5500 · updated monthly

Xponential Fitness LLC401(k)

XPONENTIAL FITNESS LLC 401(K) PROFIT SHARING PLAN AND TRUST · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Xponential Fitness LLC reported $72,183 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,754 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 5 years on file its reported administrative ratio rose from 0.48% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (4,820th of 9,483), and the 582nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 324 to 461 since 2019.

Plan summary
Net assets, end of year$12,745,719
Participants with balances429
Active participants461
Employer contributions$808,634
Employee contributions$1,703,298
Employer contribution per active participant$1,754
Average account balance$29,710
Benefits paid to participants$1,322,281
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC.
Plan history6
Yearassets · accounts · employer contribution
2024$12.7M · 429 accts · $809K emplr
2023$10.3M · 327 accts · $677K emplr
2022$7.0M · 288 accts · $544K emplr
2021$6.5M · 246 accts · $594K emplr
2020$4.3M · 205 accts · $361K emplr
2019$2.7M · 184 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,482
Investment management$9,701
Total administrative$72,183
The Xponential Fitness LLC 401(k) match · 2024
Employer contribution per active participant$1,754
Median for plans this size$2,416
2024$1,754 per active participant
2023$805 per active participant
2022$456 per active participant
2021$803 per active participant
2020$777 per active participant

Xponential Fitness LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
EMPOWER ADVISORY GROUP, LLC · Investment management$9,701

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

Administrative cost history6
2024$72,183 · 0.63%
2023$51,836 · 0.60%
2022$41,610 · 0.62%
2021$30,362 · 0.56%
2020$17,995 · 0.52%
2019$7,567 · 0.48%
Same employer
Similar plansArts, Entertainment & Recreation · California
Eagle Mountain Casino CA$13.4M · 0.57%
Outlook Amusements, Inc. CA$12.9M · 0.39%
Skirball Cultural Center CA$12.7M · 0.17%
Knighted Ventures, LLC CA$12.4M · 1.06%
Pilgrim Productions, LLC CA$12.2M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822858491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.