Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
XPERIENCE MARKETING, INC.
EIN 81-0579651consumer goodsLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
32
26070 TOWNE CENTRE DRIVE, SUITE 100 - FOOTHILL RANCH, CA 92610714-505-3706xperience-marketing.comLinkedIn1-10 employeesconsumer goods
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 32 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
XPERIENCE MARKETING, INC. CASH BALANCE PLAN
CashBalance
Assets$4.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
XPERIENCE MARKETING, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants17
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 | XPERIENCE MARKETING, INC. CASH BALANCE PLAN | CashBalance | $4.3M | 15 | 2025 | |
| 001 | XPERIENCE MARKETING, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 17 | 2025 |
Retirement plans