Xperi Inc. 401(k) Plan
Sponsored by Xperi Inc. · EIN 834470363 · Plan #001
- Total assets
- $388M
- Net assets
- $388M
- Active participants
- 695
- With balances
- 1,972
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $123,060 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $12,600 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$19,995 |