Original filing (PDF)20241231132207NAL0035550514001

X-PERT ENGINEERING LLC

Name: X-PERT ENGINEERING LLC — XPERT ENGINEERING LLC, Form 5500 (2023)
Creator: X-PERT ENGINEERING LLC

Form 5500-SF

FILING_RECEIVED

XPERT ENGINEERING LLC

401(k) retirement plan

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for X-PERT ENGINEERING LLC.

Plan sponsor

Name

X-PERT ENGINEERING LLC

EIN

83-0587690

Address

1857 NORTHWEST BLVD. SUITE 200 · COLUMBUS, OH · 43212

Phone

(614) 309-6931

Industry

Engineering Services· Professional & Technical Servicessee 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

2024-12-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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