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Original filing (PDF)20250501184527NAL0003661985001
XPONENT HR SOLUTIONS LLC
Form 5500
FILING_RECEIVED
XPONENT HR SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 5.5 mo~120 bps in Sched C fees
Active participants
147
Accounts w/ balance
166
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
78
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.5 months past the 10.5-month grace window.
- 120 bps in Schedule C fees — 130% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XPONENT HR SOLUTIONS LLC.
Plan sponsor
Name
XPONENT HR SOLUTIONS LLC
EIN
45-5490047
Address
301 YAMATO ROAD, SUITE 2250 · BOCA RATON, FL · 33431
Phone
(561) 520-2961
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-05-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLYFIELD & THOMAS LCC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | ST PETERSBURG, FL | INVESTMENT ADVISOR | $10K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AIMPOINT GROUP LLC | 46-1931817 | HOLLYWOOD, FL | CONTRACT ADMIN | $3K | — |
| EJ REYNOLDS, INC. | — | PEMBROKE PINES, FL | CONTRACT ADMIN | $73 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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