2023 Form 5500 filing — Xponent Hr Solutions 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250501184527NAL0003661985001) for Xponent Hr Solutions 401(K) Plan, reported by Xponent Hr Solutions LLC under EIN 45-5490047 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501184527NAL0003661985001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Xponent Hr Solutions LLC
- EIN
- 45-5490047
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,500,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,500,691
- Employer contributions
- $310,056
- Participant contributions
- $579,991
- Total income / additions
- $1,563,592
- Benefits paid
- $1,298,429
- Administrative expenses
- $39,639
- Total expenses
- $1,338,068
- Net increase / (decrease)
- $225,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,064 | $0 |
| Raymond James | INVESTMENT ADVISOR | $10,122 | not reported in the loaded dataset |
| The Aimpoint Group LLC | CONTRACT ADMIN | $2,633 | not reported in the loaded dataset |
| Ej Reynolds, Inc. | CONTRACT ADMIN | $73 | $1,372 |