Plan5500

Xpo Logistics Retirement Savings Plan — Form 5500 plan (Xpo Cnw, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Xpo Logistics Retirement Savings Plan is a benefit plan reported by Xpo Cnw, Inc. under EIN 94-1444798 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,171 participants and $1,809,963,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xpo Cnw, Inc.
EIN
94-1444798
Plan number
003
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
9,171
End-of-year plan assets
$1,809,963,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,171H, C20240918092937NAL0004079105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,809,963,509
Total liabilities (EOY)
$0
Net assets (EOY)
$1,809,963,509
Net assets (BOY)
$1,656,566,716

Income & contributions

Employer contributions
$27,798,178
Participant contributions
$48,503,981
Total contributions
$76,579,209
Total income / additions
$348,588,232

Expenses & distributions

Benefits paid
$194,180,803
Administrative expenses
$526,244
Total expenses
$195,191,439
Net increase / (decrease)
$153,396,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$419,169not reported in the loaded dataset2023
Mercer Us IncINVESTMENT ADVISOR$100,475not reported in the loaded dataset2023
Qdro ConsultantsOTHER SERVICES$6,600not reported in the loaded dataset2023

Related Form 5500 pages