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Original filing (PDF)20250821172756NAL0004486241001
EXPRESS MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
EXPRESS MANUFACTURING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
748
Accounts w/ balance
269
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESS MANUFACTURING, INC..
Plan sponsor
Name
EXPRESS MANUFACTURING, INC.
EIN
33-0040032
Address
3519 WEST WARNER AVE · SANTA ANA, CA · 927045214
Phone
(714) 979-2228
Industry
Manufacturingsee 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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $61K | — |
Investments
21 direct securities · 1 pooled fund· $19.0M(100% of reported assets)
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.
Uncategorized
$17.4M
21 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 500 Index Fund | — | — | — | $3.0M | 15.9% | |
| Multi-Index 2030 | — | — | — | $2.9M | 15.1% | |
| Growth Fund | — | — | — | $2.1M | 11.1% | |
| Multi-Index 2035 | — | — | — | $1.8M | 9.7% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| Multi-Index 2025 | — | — | — | $1.5M | 8.2% | |
| Small Cap Index Fund | — | — | — | $1.1M | 5.8% | |
| Large Cap Value Index R6 | — | — | — | $838K | 4.4% | |
| Mid Cap Index Fund | — | — | — | $577K | 3.0% | |
| American New Perspective Fund | — | — | — | $571K | 3.0% | |
| Bond Fund | — | — | — | $553K | 2.9% | |
| Multi-Index 2040 | — | — | — | $529K | 2.8% | |
| Multi-Index 2045 | — | — | — | $456K | 2.4% | |
| Participant Loans | — | — | — | $351K | 1.8% | |
| Multi-Index 2055 | — | — | — | $319K | 1.7% | |
| Multi-Index 2020 | — | — | — | $305K | 1.6% | |
| Multi-Index 2050 | — | — | — | $223K | 1.2% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $119K | 0.6% | |
| Multi-Index 2060 | — | — | — | $57K | 0.3% | |
| Multi-Index 2065 | — | — | — | $27K | 0.1% | |
| Multi-Index 2015 | — | — | — | $12K | <0.1% | |
| US Government Money Market Fund | — | — | — | $1 | <0.1% |
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