How big is XP Works LLC's plan?

XP Works LLC's plan reported $173K in assets and 38 participants for 2024.

Original filing (PDF)20250506132131NAL0020508466001

XP Works LLC

Name: XP Works LLC — XP Works LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: XP Works LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XP Works LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · XP Works LLC's XP Works LLC 401(k) Profit Sharing Plan & Trust held $173K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

People on this filing

Steffani Coneglio signed XP Works LLC's 2024 Form 5500 as plan administrator.

Steffani Coneglio — 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 Works LLC's EIN is 83-2072887.

EIN 83-2072887

Plan number 001

Plan year 2024

ACK ID 20250506132131NAL0020508466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

XP Works LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WORKS LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

XP WORKS LLC

EIN

all filings

Address

550 BELLE TERRE BLVD · LA PLACE, LA · 700681715

Phone

(225) 241-8111

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator