How big is Xpanse's plan?

Xpanse's plan reported $5.2M in assets and 90 participants for 2024.

Original filing (PDF)20251014145549NAL0001575523001

Xpanse

Name: Xpanse — Xpanse 401(k) Pension Trust, Form 5500 (2024)
Creator: Xpanse
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Xpanse 401(k) Pension Trust

401(k) retirement plan · Xpanse's Xpanse 401(k) Pension Trust held $5.2M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

127

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

JILL Smith signed Xpanse's 2024 Form 5500 as plan administrator.

JILL Smith — 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

Xpanse's EIN is 85-2073564.

EIN 85-2073564

Plan number 001

Plan year 2024

ACK ID 20251014145549NAL0001575523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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

Plan sponsor

Name

XPANSE

EIN

all filings

Address

1400 E. NEWPORT CENTER DR., STE 102 · DEERFIELD BEACH, FL · 33442

Phone

(856) 287-5822

Industry

Finance & Insurance

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

2025-10-14

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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