Retirement plan

XANATEK 401(K) PLAN

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

XANATEK, INC.EIN 35-1953903Plan #001PY 2025

412 SOUTH LAFAYETTE - SOUTH BEND, IN 466012204574-287-9938xanatek.comLinkedIn11-50 employeescomputer software

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+30.5% from 2024

Total participants

-2.9% from 2024

Average account balance

$96,234

+30.5% from 2024

Annual return

17.10%

+3.97 pp from 2024

Benchmarks

See 4,277 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort4,277 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.69M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

Not enough data

1 years with per-participant data

Participants with account balance

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

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

90.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$277K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$888

$29 / participant

Other / not subdivided$888100.0%

% of EOY assets

0.033%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$96,234

$143,969-33.2%

$199,883-51.9%

$82,637+16.5%

Participation rate

83.9%

84.1%-0.3pp

86.8%-2.9pp

68.1%+15.8pp

Annual return

17.10%

25.67%-8.6pp

43.81%-26.7pp

53.51%-36.4pp

Employer contribution / active EE

$3,165

$4,632-31.7%

$6,261-49.5%

$2,552+24.0%

Participant deferral / active EE

$5,783

$6,937-16.6%

$9,138-36.7%

$4,126+40.2%

Admin fee / account holder

$32

$14,597-99.8%

$17,268-99.8%

$7,339-99.6%

XANATEK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XANATEK 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