Xactly Corporation 401(k) Plan: Login, Facts & Contact Information

Xactly Corporation 401(k) Plan Facts

Plan name
XACTLY CORPORATION 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
XACTLY CORPORATION
Participants
667 (231 active employees)
Former employees with a balance
323
Plan assets
$46,886,537 at Dec 31, 2024
Average account balance
$85,873 across 546 accounts
Employer contributions
$506,742 in plan year 2024 (13% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 2005
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.85 million went into the plan in contributions, $506,742 of it from the employer (13%).
  • $8.00 million was paid out to participants.
  • Investment and other income added $7.03 million.
  • Administrative expenses were $233,145, about $427 per account.

How the Xactly Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019571$28.4 million$395,174$5.13 million
2020627$33.9 million$694,165$3.84 million
2021602$41.6 million$848,804$4.63 million
2022731$37.7 million$960,275$2.90 million
2023937$44.3 million$956,214$6.24 million
2024667$46.9 million$506,742$8.00 million

Xactly Corporation 401(k) Contact Information

Phone
408-977-3132
Mailing address
221 LOS GATOS - SARATOGA RD, LOS GATOS CA 95030
Plan sponsor
XACTLY CORPORATION
Employer identification number (EIN)
11-3744289
Plan number
001

Questions about the Xactly Corporation 401(k)

Does Xactly Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $506,742, 13% of all contributions.

Does the Xactly Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Xactly Corporation 401(k) plan?

667 participants at the start of plan year 2024, 231 of them active employees, and 323 former employees who still had money in the plan.

What is the average 401(k) balance at Xactly Corporation?

About $85,873 per account: $46.9 million in plan assets across 546 accounts with a balance at the end of plan year 2024.

Who manages the Xactly Corporation 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Xactly Corporation. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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