Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $48.7M assets / 94 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | XFMRS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN | ESOP | $31.2M | 54 | 2025 |
| #002 | XFMRS INC. 401K PROFIT SHARING PLAN | 401(k) | $17.5M | 40 | 2025 |