How big is XP Services, Inc.'s plan?

XP Services, Inc.'s plan reported $1.2M in assets and 24 participants for 2024.

Original filing (PDF)20251016111237NAL0003331843001

XP Services, Inc.

Name: XP Services, Inc. — XP Services, Inc. Profit Sharing, Form 5500 (2024)
Creator: XP Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XP Services, Inc. Profit Sharing and 401(k) Plan

401(k) retirement plan · XP Services, Inc.'s XP Services, Inc. Profit Sharing and 401(k) Plan held $1.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

ROD Allison signed XP Services, Inc.'s 2024 Form 5500 as plan administrator.

ROD Allison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

XP Services, Inc.'s EIN is 80-0316734.

EIN 80-0316734

Plan number 001

Plan year 2024

ACK ID 20251016111237NAL0003331843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for XP Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

XP Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for XP SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score