Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Xtek Inc
EIN 31-0847969mechanical or industrial engineeringLatest filing 2025
Plans
6
Retirement
3
$94.4M assets
Health & Benefits
3
$971K premiums
Participants
2,280
11451 READING RD - CINCINNATI, OH 452412246513-733-7911xtek.comLinkedIn201-500 employeesmechanical or industrial engineering
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $94.4M assets / 1,177 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$61.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $971K premiums / 1,432 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$609K
- Dental$180K
- Life$113K
- Long-term disability$113K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
XTEKINC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$59.0M
Participants650
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
XTEK INC EMPLOYEE SAVINGS PLAN
401(k)
Assets$33.1M
Participants442
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
XTEK INC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.4M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
XTEK INC HEALTH BENEFITS PLAN
Self-funded - SUN LIFE ASSURANCE OF CANADA
Premiums$644K
Covered lives368
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
XTEK INC GROUP MEDICAL PLAN
Fully insured - DELTA DENTAL OF OHIO
Premiums$200K
Covered lives669
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
XTEK INC GROUP LIFE AND DISABILITY PLAN
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$127K
Covered lives395
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | XTEKINC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $59.0M | 650 | 2025 |
| #003 | XTEK INC EMPLOYEE SAVINGS PLAN | 401(k) | $33.1M | 442 | 2025 |
| #002 | XTEK INC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.4M | 85 | 2025 |
- #004 · ESOP · 2025650
- #003 · 401(k) · 2025442
- #002 · Traditional DB · 202585
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | XTEK INC HEALTH BENEFITS PLAN | Self-funded | SUN LIFE ASSURANCE OF CANADA | $644K | 368 | 2025 |
| #501 | XTEK INC GROUP MEDICAL PLAN | Fully insured | DELTA DENTAL OF OHIO | $200K | 669 | 2025 |
| #502 | XTEK INC GROUP LIFE AND DISABILITY PLAN | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $127K | 395 | 2025 |
- #504 · Self-funded · SUN LIFE ASSURANCE OF CANADA · 2025368
- #501 · Fully insured · DELTA DENTAL OF OHIO · 2025669
- #502 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025395
Retirement plans
Health & Benefits plans