What public Form 5500 filings show about the SPEX Express 401(k) plan — and how to find and check your own account.
SPEX Express (EIN 36-4116370) reports SPEX EXPRESS SAFE HARBOR ROTH 401(K) PLAN on its most recent Form 5500, with $3.0M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SPEX Express filing — schedules, fees, and providers.
SPEX Express’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SPEX ExpressHR for the recordkeeper’s name and login.
