X Energy, Llc Retirement Trust
Sponsored by X Energy, Llc · EIN 274661265 · Plan #001
- Total assets
- $36.7M
- Net assets
- $36.7M
- Active participants
- 430
- With balances
- 504
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $60,266 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $12,105 |