Xenium 401(k) Retirement Savings Plan
Sponsored by Xenium Resources, Inc. · EIN 931277996 · Plan #006
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 3,063
- With balances
- 2,050
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 |
|---|---|---|
| Opportunus Wealth Management, Llc CRD 300141 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $681,415 |
| Pension Plan Specialists, Pc | Contract administrator, Direct payment from the plan, Other fees | $77,441 |
| Xenium Resources, Inc. | Contract administrator, Other services, Direct payment from the plan | $5,936 |
| Opportunus Wealth Management, Llc | Investment advisory (plan), Other fees | $0 |
| Howell Straczek Llc | Accounting, Other fees | $0 |