Retirement plan

XINERGY 401(K) PLAN

Name: XINERGY CORP. - XINERGY 401(K) PLAN (2025) Form 5500
Creator: XINERGY CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, XINERGY 401(K) PLAN, XINERGY CORP.

XINERGY CORP.EIN 26-1153865Plan #001PY 2025

919 N. MARKET STREET, SUITE 460 - WILMINGTON, DE 19801302-472-7427xinergycorp.comLinkedIn51-200 employeesmining & metals

Prospect flagsRecently cancelled planLow returnsFailed to transmit contributionsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

-100.0% from 2024

Annual return

9.55%

-0.48 pp from 2024

Benchmarks

See 1,296 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,296 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$385K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GIULIANO, MILLER & COMPANY, LLC1 year Filed as: GUILIANO MILLER & COMPANY, LLC Service code 38 · EIN 22-3327698	Participant Communication	$50,000
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, PC Service code 10 9717 COGDILL ROAD · KNOXVILLE, TN 37932	Accounting	$28,200
CBIZ RETIREMENT PLAN SERVICES3 years Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784	Advisory (Participants)	$15,050
CBIZ RETIREMENT PLAN SERVICES3 years Filed as: CBIZ BENEFITS & INS SERVICES Service code 49 4615 SOUTHWEST FWY, FL 3 · HOUSTON, TX 77027	Other Services	$2,190
VOYA RETIREMENT INSURANCE & ANNUITY2 years Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$151K

Investment mgmt$1270.1%
Contract admin$149K98.9%
Other / not subdivided$2K1.1%

% of EOY assets

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: COULTER & JUSTUS, P.C.
Auditor EIN: 621532536
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$238,490-100.0%

$180,183-100.0%

$142,382-100.0%

Participation rate

0.0%

82.3%-82.3pp

77.4%-77.4pp

80.1%-80.1pp

Annual return

9.55%

33.56%-24.0pp

27.86%-18.3pp

217.08%-207.5pp

Employer contribution / active EE

$6,143-100.0%

$5,039-100.0%

$4,299-100.0%

Participant deferral / active EE

$7,996-100.0%

$6,822-100.0%

$6,507-100.0%

Admin fee / account holder

$28,866-100.0%

$19,975-100.0%

$12,624-100.0%

Provider

Service type

Compensation

GIULIANO, MILLER & COMPANY, LLC1 year

Filed as: GUILIANO MILLER & COMPANY, LLC

Service code 38 · EIN 22-3327698

Participant Communication

$50,000

COULTER & JUSTUS1 year

Filed as: COULTER & JUSTUS, PC

Service code 10

9717 COGDILL ROAD · KNOXVILLE, TN 37932

Accounting

$28,200

CBIZ RETIREMENT PLAN SERVICES3 years

Filed as: CBIZ INVESTMENT ADVISORY

Service code 26 · EIN 81-3968784

Advisory (Participants)

$15,050

CBIZ RETIREMENT PLAN SERVICES3 years

Filed as: CBIZ BENEFITS & INS SERVICES

Service code 49

4615 SOUTHWEST FWY, FL 3 · HOUSTON, TX 77027

Other Services

$2,190

VOYA RETIREMENT INSURANCE & ANNUITY2 years

Filed as: VOYA RETIREMENT INS & ANNUITY

Service code 26 · EIN 71-0294708

Advisory (Participants)

XINERGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XINERGY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion