Original filing (PDF)20250715094049NAL0001947825001

XN FINANCIAL SERVICES, INC.

Name: XN FINANCIAL SERVICES, INC. — XN FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: XN FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

XN FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XN FINANCIAL SERVICES, INC..

Plan sponsor

Name

XN FINANCIAL SERVICES, INC.

EIN

65-1098663

Address

2424 N FEDERAL HWY STE 351 · BOCA RATON, FL · 334317781

Phone

(561) 368-2408

Industry

Finance & Insurancesee 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

2025-07-15

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BASIC CRAFTS WORKERS' COMPENSATION BENEFIT TRUST FUND

BASIC CRAFT WORKERS' COMPENSATION BENEFIT TRUST FU

$1.4M · 3,773 participants

TEAMSTERS SECURITY FUND FOR S NEVADA LOCAL 14 NON-MEDICARE RETIREE PLA

TEAMSTERS SECURITY FUND FOR S NEVADA LOCAL 14 NON-MEDICARE RETIREE PLAN

$1.4M · 177 participants

INDIANA COMPENSATION RATING BUREAU

ICRB 401(K) PLAN

$1.4M · 7 participants

COMBINED INSURANCE SERVICES OF NORTH FLORIDA, INC.

COMBINED INSURANCE SERVICES OF NORTH FLORIDA, INC. RETIREMENT SAVINGS PLAN

$1.4M · 8 participants