Back to filter
Original filing (PDF)20260219143041NAL0010574115001
XPEDIENT MANAGEMENT GROUP LLC
Form 5500-SF
FILING_RECEIVED
XPEDIENT LOGISTICS 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.1 moNo auditor on file
Active participants
379
Accounts w/ balance
53
Plan assets (EOY)
$891K
Net assets (EOY)
$891K
Plan health score (directional)
68
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
48
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 3.1 months past the 10.5-month grace window.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XPEDIENT MANAGEMENT GROUP LLC.
Plan sponsor
Name
XPEDIENT MANAGEMENT GROUP LLC
EIN
46-2386458
Address
100 CRESCENT CT · STE 700 · DALLAS, TX · 75201
Phone
(614) 596-2335
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
XPEDIENT MANAGEMENT GROUP LLC
XPEDIENT LOGISTICS 401K PLAN
$891K · 379 participants
INTERNATIONAL DISTRIBUTION SERVICES OF CLEVELAND, INC.
INTERNATIONAL DISTRIBUTION SERVICES OF CLEVELAND, INC. PROFIT SHARING PLAN
$888K · 13 participants
LUTHERAN BROTHERS COMMERCE CENTER, INC.
LUTHERAN BROTHERS RETIREMENT PLAN AND TRUST
$888K · 3 participants
ELEGANT FURNITURE & LIGHTING, INC.
ELEGANT FURNITURE & LIGHTING INC 401K PSP
$899K · 111 participants
JOYCE VAN LINES, INC.
JOYCE VAN LINES, INC. 401K PLAN
$902K · 27 participants
MURPHY LOGISTICS, INC.
MURPHY LOGISTICS, INC. 401(K) PLAN
$902K · 98 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants