EMIL Serafino signed EXP Group LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EXP Group LLC's EIN is 20-3511628.
Download the official 2023 Form 5500 (PDF) for EXP Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)EXP Group LLC's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $882K | 26.7% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | $619K | $712K | 21.6% | |
| iShares Core Total USD Bond Market ETF | Other securities | — | $474K | $473K | 14.3% | |
| iShares Mortgage Backed Securities ETF | Other securities | — | $164K | $168K | 5.1% | |
| iShares Treasury Floating Rate Bond ETF | Bonds / Notes | — | $143K | $143K | 4.3% | |
| iShares MSCI USA Quality Factor ETF | Other securities | — | $112K | $135K | 4.1% | |
| iShares MSCI EAFE Value ETF | Other securities | — | $110K | $122K | 3.7% | |
| iShares 20 Yr Treasury Bond ETF | U.S. Treasuries | — | $112K | $111K | 3.4% | |
| iShares IBOXX USD Invt Grade Corp Bond ETF | Common Stocks | — | $81K | $86K | 2.6% | |
| iShares MSCI EAFE Growth ETF | Other securities | — | $69K | $76K | 2.3% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | $71K | $73K | 2.2% | |
| Federated Hermes Treasury Obligations Capital Fund | Other securities | — | $57K | $57K | 1.7% | |
| iShares US Technology ETF | Other securities | — | $37K | $51K | 1.5% | |
| iShares S&P 100 ETF | Other securities | — | $46K | $50K | 1.5% | |
| iShares US Treasury Bond ETF | U.S. Treasuries | — | $46K | $47K | 1.4% | |
| iShares Core S&P 500 Growth ETF | Common Collective Trusts | — | $35K | $37K | 1.1% | |
| iShares TIPS Bond ETF | Other securities | — | $35K | $35K | 1.1% | |
| iShares JPMorgan USD Emerging Markets Bond ETF | Other securities | — | $24K | $25K | 0.7% | |
| iShares Global Energy ETF | Other securities | — | $23K | $22K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
