Ray Brown signed Xpert Design & Construction LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xpert Design & Construction LLC's EIN is 20-0744335.
Download the official 2024 Form 5500 (PDF) for Xpert Design & Construction LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xpert Design & Construction LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 10.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.6M | 10.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.3M | 8.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.0M | 6.9% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $996K | 6.6% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $770K | 5.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $719K | 4.8% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $682K | 4.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $648K | 4.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $626K | 4.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $599K | 4.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $539K | 3.6% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $459K | 3.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $412K | 2.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $323K | 2.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $284K | 1.9% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $256K | 1.7% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $249K | 1.7% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $235K | 1.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $227K | 1.5% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $216K | 1.4% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $209K | 1.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $188K | 1.2% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $137K | 0.9% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $106K | 0.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $95K | 0.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $95K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $84K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $82K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $76K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $60K | 0.4% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $23K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $14K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
