How big is XP Investments US, LLC's plan?

XP Investments US, LLC's plan reported $5.3M in assets and 94 participants for 2024.

Original filing (PDF)20250717115619NAL0000356914001

XP Investments US, LLC

Name: XP Investments US, LLC — XP Investments US, LLC, Form 5500 (2024)
Creator: XP Investments US, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XP Investments US, LLC 401(k) Plan

401(k) retirement plan · XP Investments US, LLC's XP Investments US, LLC 401(k) Plan held $5.3M in plan assets for 94 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Nick Rice signed XP Investments US, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Investments US, LLC's EIN is 90-0647104.

EIN 90-0647104

Plan number 002

Plan year 2024

ACK ID 20250717115619NAL0000356914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

XP Investments US, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INVESTMENTS US, LLC.

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Plan health score

Above-average plan

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

Knocking points off