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 a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | Common Collective Trusts | — | $263K | $345K | 12.9% | |
| Vanguard Tax Managed Fund FTSE Developed Markets | Mutual Funds | — | $307K | $335K | 12.5% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | $355K | $327K | 12.2% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | $314K | $306K | 11.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | $226K | $264K | 9.9% | |
| Vanguard Mortgage-Backed Securities | Mutual Funds | — | $174K | $161K | 6.0% | |
| Vanguard Long-Term Bond Index Fund | Common Collective Trusts | — | $188K | $157K | 5.9% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | $167K | $153K | 5.7% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | $119K | $111K | 4.2% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | $69K | $79K | 2.9% | |
| Federated Hermes Treasury Obligation Capital Fund | Other securities | — | $69K | $69K | 2.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
