XMT Services 401(k) match, vesting and fees
What XMT Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Slavic Integrated Administration | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| XMT Services: employer contribution per participant | $2,307 | |
| Peer median | $1,013 |
| XMT Services: average balance | $54,213 | |
| Peer median | $39,026 |
| XMT Services: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $81.8M at the end of plan year 2023 to $111M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,530 | $111M | $4.7M | $2,307 | 0.67% | Not published | Form 5500 ↗ |
| 2024 | 2,291 | $92.8M | $4.5M | $2,566 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 2,115 | $81.8M | $4.6M | $3,035 | 0.63% | Not published | Form 5500 ↗ |
Common questions
Does XMT Services match 401(k) contributions?
The match terms for the Xcel HR 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $4.7M in employer contributions, about $2,307 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the XMT Services 401(k) match vested?
The vesting schedule for the Xcel HR 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the XMT Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Slavic Integrated Administration. The plan administrator is Xmt Services, Inc..
I left XMT Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Xmt Services, Inc., (800) 611-9235) or the recordkeeper, Slavic Integrated Administration. The XMT Services old 401(k) page lists the contacts from every plan filing. Find an old XMT Services 401(k)
Data from the public Form 5500 annual reports XMT Services filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with XMT Services. Not financial advice. Report a correction · Methodology