Deborah Walters signed EXP U.S. Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EXP U.S. Services, Inc.'s EIN is 46-0523964.
Download the official 2024 Form 5500 (PDF) for EXP U.S. Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EXP U.S. Services, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISOR | $208K | — |
| STRATEGIC ADVISORS, INC. |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K | Mutual Funds | — | — | $39.1M | 17.0% | |
| Fidelity Growth Company K | Mutual Funds | — | — | $28.1M | 12.2% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $24.2M | 10.5% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $23.4M | 10.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $22.9M | 9.9% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $18.6M | 8.1% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $14.9M | 6.5% | |
| Flexpath Fidelity Low Price Stock K | Mutual Funds | — | — | $9.4M | 4.1% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $7.4M | 3.2% | |
| Fidelity Total Bond | Mutual Funds | — | — | $4.8M | 2.1% | |
| MFS Intl Growth R4 | Mutual Funds | — | — | $4.2M | 1.8% | |
| PGIM High Yield R6 | Other securities | — | — | $4.0M | 1.7% | |
| EMP Guaranteed Inc | Common Stocks | — | — | $3.9M | 1.7% | |
| Fidelity Balanced K | Mutual Funds | — | — | $3.4M | 1.5% | |
| Invesco INVS Discovery MDCP Gr R6 | Mutual Funds | — | — | $2.8M | 1.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.4M | 1.0% | |
| Fidelity Principal Small Cap S&P 600 Inst | Mutual Funds | — | — | $2.4M | 1.0% | |
| Goldman Sachs GS SM Cap GR IS | Other securities | — | — | $2.1M | 0.9% | |
| maturing from 2025 - 2042 | Other securities | — | — | $1.7M | 0.7% | |
| Clearbridge Small-Cap Growth IS | Other securities | — | — | $1.6M | 0.7% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.4M | 0.6% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.5% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $735K | 0.3% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $317K | 0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $269K | 0.1% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $238K | 0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $82K | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $36K | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 38-7271383 / PN 674 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FGMK, LLC | 36-2929601 | — | ACCOUNTANT/AUDITOR | $16K | — |
