Original filing (PDF)20250720070345NAL0000283218001

EXPERT PROPERTY MANAGEMENT LLC

Name: EXPERT PROPERTY MANAGEMENT LLC — EXPERT PROPERTY MANAGEMENT 401K PLAN, Form 5500 (2024)
Creator: EXPERT PROPERTY MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

EXPERT PROPERTY MANAGEMENT 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXPERT PROPERTY MANAGEMENT LLC.

Plan sponsor

Name

EXPERT PROPERTY MANAGEMENT LLC

EIN

27-1255589

Address

356 LONGVIEW PLZ · STE 140 · LEXINGTON, KY · 40503

Phone

(859) 687-9791

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

KATHY SWANSON REAL ESTATE LLC

KATHY SWANSON REAL ESTATE 401(K) PLAN

$183K · 2 participants

DENNIS A BOWERS LLC

DENNIS A BOWERS LLC 401(K) PLAN

$183K · 3 participants

SIGOURNEY STREET, INC. DBA THE MUNCEY GROUP

SIGOURNEY STREET, INC. DBA THE MUNCEY GROUP 401(K) PLAN

$183K · 3 participants

CHANNELFORD ASSOCIATES INCORPO

CHANNELFORD ASSOCIATES INCORPO 401(K) PROFIT SHARING PLAN & TRUST

$183K · 9 participants

BREEZY STREET, INC.

BREEZY STREET, INC. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.