Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XPONANCE, INC.
EIN 20-2103144investment managementLatest filing 2024
Plans
2
Retirement
2
$19.1M assets
Welfare
0
Participants
115
1845 WALNUT STREET, SUITE 800 - PHILADELPHIA, PA 191033632215-567-1100xponance.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.1M assets / 115 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.2M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
XPONANCE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$5.9M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | XPONANCE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.2M | 57 | 2024 | |
| 001 | XPONANCE, INC. 401(K) PROFIT SHARING PLAN | 401k | $5.9M | 58 | 2024 |
Retirement plans