Retirement plan

IXI TECHNOLOGY INC. 401K PROFIT SHARING PLAN

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

IXI TECHNOLOGY INC.dba IXI TECHNOLOGY INC.EIN 46-3969004Plan #001PY 2025

22705 SAVI RANCH PKWY. SUITE 200 - YORBA LINDA, CA 92887714-221-5008ixitech.comLinkedIn11-50 employeesdefense & space

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.8M

+23.9% from 2024

Total participants

-2.0% from 2024

Average account balance

$224,791

+23.9% from 2024

Annual return

18.64%

+5.79 pp from 2024

Benchmarks

See 9,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort9,879 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.79M

Not enough data

1 years with asset history on file

Average account balance

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

$225K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$685K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+18.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6264

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 codes2E2F2H2J3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$301K

$9111 / participant

Other / not subdivided$301K100.0%

% of EOY assets

2.786%

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

$224,791

$95,453+135.5%

$112,040+100.6%

$82,448+172.6%

Participation rate

100.0%

72.8%+27.2pp

76.5%+23.5pp

68.1%+31.9pp

Annual return

18.64%

23.92%-5.3pp

24.52%-5.9pp

41.64%-23.0pp

Employer contribution / active EE

$7,709

$2,318+232.6%

$2,954+161.0%

$2,551+202.2%

Participant deferral / active EE

$13,053

$4,224+209.0%

$5,098+156.1%

$4,139+215.3%

Admin fee / account holder

$6,264

$9,013-30.5%

$12,098-48.2%

$7,234-13.4%

IXI TECHNOLOGY INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IXI TECHNOLOGY INC. 401K PROFIT SHARING 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