Plan Ledger DOL Form 5500 · updated monthly

Xtivia, Inc.401(k)

XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST · EDISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Xtivia, Inc. reported $63,953 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,615 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 0.39% to 0.21%. 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 788th-largest of 2,419 plans among New Jersey employers on file, and the 3,908th of 11,654 in professional & technical services. In 2024, employees put in $6.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,509,573
Participants with balances198
Active participants185
Employer contributions$298,685
Employee contributions$1,923,653
Employer contribution per active participant$1,615
Average account balance$164,190
Benefits paid to participants$1,989,891
Plan auditUnmodified (clean) audit opinion
AuditorBECHER DELLA TORRE GITTO & COMP
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 198 accts · $299K emplr
2023$27.5M · 212 accts · $144K emplr
2022$16.4M · 173 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,856
Investment management$16,097
Total administrative$63,953
The Xtivia, Inc. 401(k) match · 2024
Employer contribution per active participant$1,615
Median for plans this size$2,416
2024$1,615 per active participant
2023$711 per active participant
2022$881 per active participant

Xtivia, Inc.'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 · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$11,728
COMMONWEALTH EQUITY SERVICES LLC DB · Investment advisory (plan)$4,369
APW CAPITAL INCindirect comp
APW CAPITAL INCindirect comp

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

Administrative cost history3
2024$63,953 · 0.21%
2023$83,453 · 0.38%
2022$69,882 · 0.39%
Same employer
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Maintech Incorporated NJ$32.9M · 0.61%
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Cb Neptune Holdings LLC NJ$32.7M · 0.11%
Eos Accountants LLP NJ$32.5M · 0.17%
Advanced Digital Data, Inc. NJ$32.2M · 0.13%
Galaxy Systems, Inc. NJ$31.6M · 0.49%
Olympus Holdings, LLC NJ$31.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134054927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.