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Original filing (PDF)20251014150326NAL0003228481001
J.P. EXPRESS SERVICE, INC.
Form 5500
FILING_RECEIVED
J.P. EXPRESS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
214
Accounts w/ balance
330
Plan assets (EOY)
$59.7M
Net assets (EOY)
$59.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SHARES * J.P. Express Service, Inc." is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.P. EXPRESS SERVICE, INC..
Plan sponsor
Name
J.P. EXPRESS SERVICE, INC.
EIN
11-3198872
Address
131 HOFFMAN LANE · ISLANDIA, NY · 11749
Phone
(631) 667-6731
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $59.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SHARES * J.P. Express Service, Inc. | Common Stocks | — | $7.1M | $59.7M | 100.0% |
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