AUMdb

Xp Power Llc Retirement Savings Plan

Sponsored by Xp Power Llc · EIN 770275313 · Plan #001

Total assets
$58.1M
Net assets
$58.1M
Active participants
423
With balances
628

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $46,130
Global Retirement Partners Llc Investment advisory (plan) $40,000
Moss Adams Llp Accounting $21,735
Strategic Advisors, Inc. Investment advisory (plan) $10,746