Original filing (PDF)20251118050204NAL0003536000001

EXPRESS OMV

Name: EXPRESS OMV — EXPRESS OMV 401(K) PLAN AND TRUST, Form 5500 (2023)
Creator: EXPRESS OMV

Form 5500

FILING_RECEIVED

EXPRESS OMV 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 12.1 mo

Active participants

115

Accounts w/ balance

186

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Filed 12.1 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (29 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESS OMV.

Plan sponsor

Name

EXPRESS OMV

EIN

46-2956529

Address

641 E. AIRPORT AVENUE · SUITE B3 · BATON ROUGE, LA · 70806

Phone

(760) 672-7410

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-11-18

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)

Audit & trust (Schedule H)

Auditor

ARMANINO, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$4K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Investments

5 pooled funds· $98K(8% 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.

Investment	Type	Current value	% of plan
STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344	Common Collective Trust	$54K	4.2%
STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363	Common Collective Trust	$34K	2.7%
INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$9K	0.7%
STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340	Common Collective Trust	$2K	0.1%
STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336	Common Collective Trust	$1	<0.1%