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Original filing (PDF)20251014153830NAL0001627347001
SERVICE EXPRESS, LLC
Form 5500
FILING_RECEIVED
SERVICE EXPRESS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
66% in single holding
Active participants
630
Accounts w/ balance
692
Plan assets (EOY)
$61.7M
Net assets (EOY)
$61.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AB US LARGE CAP GROWTH COLLECTIVE T" is 66% of plan.
- 36 bps in Schedule C fees — 123% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVICE EXPRESS, LLC.
Plan sponsor
Name
SERVICE EXPRESS, LLC
EIN
38-3368786
Address
3855 SPARKS AVE. SE · GRAND RAPIDS, MI · 49546
Phone
(616) 698-2221
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $87K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $78K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLANGE, CO | INVESTMENT MANAGEMENT | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE W.L. BURMEISTER COMPAY | — | — | CONTRACT ADMIN | $16K | — |
Investments
2 pooled funds· $6.1M(10% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $2.7M | $4.0M | 6.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.1M | 3.4% |
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