Current Snapshot
Latest Year
2024
2024 Participants
88
2024 Assets
$3,878,474
2024 Contributions
$844,566
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 88 | $3,878,474 | $844,566 | $9,597iApproximate average salary by contribution assumption: employee only about $239,934 at 4% or $159,956 at 6%; with 50% employer match about $159,956 at 4% or $106,637 at 6%; with 100% employer match about $119,967 at 4% or $79,978 at 6%. |
| Exactera Retirement Savings Plan | - | 88 | $3,878,474 | $844,566 | $9,597iApproximate average salary by contribution assumption: employee only about $239,934 at 4% or $159,956 at 6%; with 50% employer match about $159,956 at 4% or $106,637 at 6%; with 100% employer match about $119,967 at 4% or $79,978 at 6%. |
| 2023 | 2 | 103 | $3,348,369 | $1,013,861 | $9,843iApproximate average salary by contribution assumption: employee only about $246,083 at 4% or $164,055 at 6%; with 50% employer match about $164,055 at 4% or $109,370 at 6%; with 100% employer match about $123,041 at 4% or $82,028 at 6%. |
| Exactera Retirement Savings Plan | - | 103 | $3,348,369 | $1,013,861 | $9,843iApproximate average salary by contribution assumption: employee only about $246,083 at 4% or $164,055 at 6%; with 50% employer match about $164,055 at 4% or $109,370 at 6%; with 100% employer match about $123,041 at 4% or $82,028 at 6%. |
| CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLAN | - | 87 | - | - | - |
| 2022 | 2 | 105 | $2,340,341 | $1,101,653 | $10,492iApproximate average salary by contribution assumption: employee only about $262,298 at 4% or $174,866 at 6%; with 50% employer match about $174,866 at 4% or $116,577 at 6%; with 100% employer match about $131,149 at 4% or $87,433 at 6%. |
| Exactera Retirement Savings Plan | - | 105 | $2,340,341 | $1,101,653 | $10,492iApproximate average salary by contribution assumption: employee only about $262,298 at 4% or $174,866 at 6%; with 50% employer match about $174,866 at 4% or $116,577 at 6%; with 100% employer match about $131,149 at 4% or $87,433 at 6%. |
| CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLAN | - | 101 | - | - | - |
| 2021 | 1 | 118 | $0 | $0 | - |
| CROSSBORDER TRANSACTIONS, LLC WELFARE BENEFITS PLAN | - | 118 | - | - | - |