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Original filing (PDF)20250805080628NAL0002196464001
FXI, INC.
Form 5500
FILING_RECEIVED
FXI 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,138
Accounts w/ balance
1,211
Plan assets (EOY)
$78.4M
Net assets (EOY)
$78.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FXI, INC..
Plan sponsor
Name
FXI, INC.
EIN
27-0283137
Address
5 RADNOR CORPORATE CENTER · 100 MATSONFORD ROAD, SUITE 300 · RADNOR, PA · 19087
Phone
(484) 585-5033
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIANA CARR O'CONNOR & LYNAM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $77K | — |
| SIANA CARR OCONNOR AND LYNAM | 23-1420296 | — | NONE | $31K | — |
| DIMEO SCHNEIDER & ASSOCIATES LLC | 36-4001764 | — | NONE | $11K | — |
Investments
20 direct securities · 1 pooled fund· $74.6M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$70.5M
20 holdings
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $11.6M | 14.8% | |
| MFS GROWTH R6 Registered Investment Company | — | — | — | $8.4M | 10.7% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $7.0M | 9.0% | |
| DODGE & COX STOCK FUND Registered Investment Company | — | — | — | $6.5M | 8.3% | |
| FIDELITY FREEDOM 2035 INSTL Registered Investment Company | — | — | — | $6.2M | 7.9% | |
| FIDELITY FREEDOM 2040 INSTL Registered Investment Company | — | — | — | $5.2M | 6.6% | |
| FIDELITY FREEDOM 2030 INSTL Registered Investment Company | — | — | — | $4.9M | 6.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.3% | |
| FIDELITY FREEDOM 2050 INSTL Registered Investment Company | — | — | — | $3.5M | 4.4% | |
| FIDELITY FREEDOM 2025 INSTL Registered Investment Company | — | — | — | $3.1M | 4.0% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $2.5M | 3.2% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $2.0M | 2.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $1.9M | 2.4% | |
| FIDELITY FREEDOM 2055 INSTL Registered Investment Company | — | — | — | $1.9M | 2.4% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | — | — | — | $1.6M | 2.0% | |
| PGIM TOTAL RETURN BOND R6 Registered Investment Company | — | — | — | $1.6M | 2.0% | |
| FIDELITY FREEDOM 2020 INSTL Registered Investment Company | — | — | — | $896K | 1.1% | |
| FIDELITY FREEDOM 2060 INSTL Registered Investment Company | — | — | — | $892K | 1.1% | |
| FIDELITY FREEDOM 2015 INSTL Registered Investment Company | — | — | — | $520K | 0.7% | |
| FIDELITY FREEDOM 2010 INSTL Registered Investment Company | — | — | — | $157K | 0.2% | |
| FIDELITY FREEDOM 2065 INSTL Registered Investment Company | — | — | — | $145K | 0.2% |
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