PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. XPONENTIAL FITNESS LLC
Sponsor portfolio

XPONENTIAL FITNESS LLC

EIN 82-2858491-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$2.6M premiums
Participants
924
17877 VON KARMAN AVENUE, SUITE 100 - IRVINE, CA 92614949-346-3000xponential.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$12.7M - 698 part#501Fully Insured-$2.6M - 329 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 329 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$118K
  • Short-term disability$118K
  • Long-term disability$118K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ADVOCATE, INC.79%
  • MARSH & MCLENNAN AGENCY LLC21%
Total $149K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

XPONENTIAL FITNESS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$12.7M
Participants698
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XPONENTIAL FITNESS HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$2.6M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XPONENTIAL FITNESS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$12.7M6982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XPONENTIAL FITNESS HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO$2.6M3292025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica