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Original filing (PDF)20250724134844NAL0011780770001
EXPEDITORS & PRODUCTION SERVICES CO.
Form 5500
FILING_RECEIVED
EXPEDITORS & PRODUCTION SERVICES CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
187
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
27 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPEDITORS & PRODUCTION SERVICES CO..
Plan sponsor
Name
EXPEDITORS & PRODUCTION SERVICES CO.
EIN
51-0501454
Address
POST OFFICE BOX 80644 · LAFAYETTE, LA · 70598
Phone
(337) 839-2735
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DARNALL, SIKES & FREDERICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities · 27 pooled funds· $6.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$4.0M
27 holdings
Uncategorized
$2.5M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $644K | 15.2% | |
| John Hancock Lifestyle Growth | — | — | — | $471K | 11.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $469K | 11.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $313K | 7.4% | |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $277K | 6.5% | |
| JPMORGAN U.S.EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247K | 5.8% | |
| John Hancock Retirement Living at 2045 | — | — | — | $240K | 5.7% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $239K | 5.7% | |
| John Hancock Retirement Living at 2060 | — | — | — | $235K | 5.5% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $234K | 5.5% | |
| John Hancock Lifestyle Conservative | — | — | — | $227K | 5.4% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $226K | 5.3% | |
| John Hancock Retirement Living at 2040 | — | — | — | $174K | 4.1% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $173K | 4.1% | |
| Participant loans | — | — | $0 | $165K | 3.9% | |
| John Hancock Lifestyle Balanced | — | — | — | $160K | 3.8% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $159K | 3.8% | |
| American Funds American Balanced Fund | — | — | — | $142K | 3.4% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 3.3% | |
| John Hancock Retirement Living at 2035 | — | — | — | $122K | 2.9% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $121K | 2.9% | |
| John Hancock Retirement Living at 2055 | — | — | — | $117K | 2.8% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 2.8% | |
| John Hancock Retirement Living at 2025 | — | — | — | $114K | 2.7% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114K | 2.7% | |
| John Hancock Retirement Living at 2050 | — | — | — | $86K | 2.0% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 2.0% | |
| John Hancock JH Disciplined Value Fund | — | — | — | $85K | 2.0% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 2.0% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 1.9% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 1.6% | |
| John Hancock Global Bond Fund | — | — | — | $66K | 1.6% | |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 1.5% | |
| John Hancock Retirement Living at 2065 | — | — | — | $40K | 0.9% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.9% | |
| John Hancock Retirement Living at 2030 | — | — | — | $28K | 0.7% | |
| JH MILTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.7% | |
| Fidelity Advisor Total Bond | — | — | — | $12K | 0.3% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| American Funds Capital World Bond Fund | — | — | — | $12K | 0.3% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.3% | |
| John Hancock Retirement Living at 2010 | — | — | — | $6K | 0.1% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $74 | <0.1% | |
| SMALL CASTOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $71 | <0.1% |
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