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Original filing (PDF)20250926121055NAL0010826848001
EXPRESSPOINT TECHNOLOGY
Form 5500
FILING_RECEIVED
EXPRESSPOINT TECHNOLOGY SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
106
Accounts w/ balance
125
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
26 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESSPOINT TECHNOLOGY.
Plan sponsor
Name
EXPRESSPOINT TECHNOLOGY
EIN
41-1853438
Address
12055 ROJAS DR STE G · EL PASO, TX · 79936
Phone
(763) 543-6000
Industry
Other Services (ex. Public Admin)see 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
2025-09-26
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 6 pooled funds· $15.3M(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
$11.1M
24 holdings
Pooled Separate Account
$2.1M
3 holdings
Common Collective Trust
$2.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $2.2M | 18.3% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.4M | 11.4% | |
| Principal Life Insurance Company Mid Cap Blend Fund | — | — | — | $1.4M | 11.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2045 Fund | — | — | — | $1.2M | 9.8% | |
| Wilmington Trust, N.A. Collective Inv Lar Grw Class l1 | — | — | — | $1.1M | 9.0% | |
| LARGE CAP GROWTH FUND II I1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.1M | 9.0% | |
| Wilmington Trust, N.A. Collective Invt Large Cp Vlu l1 | — | — | — | $755K | 6.4% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $755K | 6.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2025 Fund | — | — | — | $737K | 6.2% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2030 Fund | — | — | — | $677K | 5.7% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2040 Fund | — | — | — | $595K | 5.0% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $520K | 4.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2050 Fund | — | — | — | $464K | 3.9% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $411K | 3.5% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2035 Fund | — | — | — | $333K | 2.8% | |
| Fidelity Investments Small Cap Growth K6 Fund | — | — | — | $282K | 2.4% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $268K | 2.3% | |
| Principal Life Insurance Company Bond and Mortgage Fund | — | — | — | $268K | 2.3% | |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $255K | 2.1% | |
| JP Morgan Funds Government Bond A Fund | — | — | — | $219K | 1.9% | |
| Victory Funds Small Cap Opp A Fund | — | — | — | $176K | 1.5% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2020 Fund | — | — | — | $129K | 1.1% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $61K | 0.5% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $53K | 0.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2060 Fund | — | — | — | $46K | 0.4% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2010 Fund | — | — | — | $34K | 0.3% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2055 Fund | — | — | — | $31K | 0.3% | |
| Participant Loans Participant Loans, 3.25% to 8.50% - | — | — | — | $27K | 0.2% | |
| T. Rowe Price Funds T. Rowe Price Retirement 2065 Fund | — | — | — | $22K | 0.2% | |
| Coehn & Steers Realty Shares Fund | — | — | — | $12K | 0.1% |
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