AUMdb

Xponential Fitness Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Xponential Fitness Llc · EIN 822858491 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
461
With balances
429

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $62,482
Empower Advisory Group, Llc Investment management $9,701

Filing history

Plan year Assets Participants Source
01/01/2024 $12.7M 461 ack 20251007173629NAL0004907249001
01/01/2021 $6.5M 739 ack 20250616131651NAL0000924801001
01/01/2020 $4.3M 464 ack 20250616131402NAL0000487523001
01/01/2019 $2.7M 324 ack 20250616130909NAL0002394466001