Peter Nguyen signed Homexpress Mortgage Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homexpress Mortgage Corp.'s EIN is 47-5349678.
Download the official 2024 Form 5500 (PDF) for Homexpress Mortgage Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Homexpress Mortgage Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.3M | 20.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $916K | 8.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $835K | 7.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $824K | 7.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $622K | 5.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $462K | 4.1% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $461K | 4.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $450K | 4.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $410K | 3.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $379K | 3.3% | |
| AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $335K | 2.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $305K | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $238K | 2.1% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $180K | 1.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $179K | 1.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $178K | 1.6% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $162K | 1.4% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $98K | 0.9% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $70K | 0.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $47K | 0.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $47K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $39K | 0.3% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $37K | 0.3% | |
| MASSMUTUAL DIVERSIFIED VAL I | Registered Investment Companies | — | — | $34K | 0.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $19K | 0.2% | |
| FIDELITY SMALL CAP VALUE | Registered Investment Companies | — | — | $17K | 0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $14K | 0.1% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $13K | 0.1% | |
| CARILLON SCOUT MID CAP FUND I | Registered Investment Companies | — | — | $12K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $6K | <0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $5K | <0.1% | |
| MASSMUTUAL SM CAP GR EQ I | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
