Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XPEDIENT MANAGEMENT GROUP LLC
EIN 46-2386458Transportation and WarehousingLatest filing 2025
Plans
3
Retirement
2
$2.4M assets
Welfare
1
$29K premiums
Participants
1,147
100 CRESCENT CT, STE 700 - DALLAS, TX 75201614-596-2335
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 796 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $29K premiums / 395 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$29K
- Long-term disability$29K
- Other$29K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
73%top
- DIGITAL INSURANCE LLC73%
- CENTRO BENEFITS RESEARCH LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
XPEDIENT LOGISTICS 401K PLAN
401k
Assets$1.5M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
XPEDIENT LOGISTICS 401K PLAN
401k
Assets$891K
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BASIC LIFE AND LONG TERM DISABILITY
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$29K
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | XPEDIENT LOGISTICS 401K PLAN | 401k | $1.5M | 407 | 2025 | |
| 001 | XPEDIENT LOGISTICS 401K PLAN | 401k | $891K | 389 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BASIC LIFE AND LONG TERM DISABILITY | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $29K | 395 | 2025 |
Retirement plans
Welfare plans