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Original filing (PDF)20251014132051NAL0004051872001
EXTENDED SERVICE CORP.
Form 5500
FILING_RECEIVED
EXTENDED SERVICE CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
362
Accounts w/ balance
229
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.0M
How this plan invests
This plan
16 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXTENDED SERVICE CORP..
Plan sponsor
Name
EXTENDED SERVICE CORP.
EIN
54-1231849
Address
9530 MIDLOTHIAN PIKE · RICHMOND, VA · 23235
Phone
(804) 521-0603
Industry
Retail Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KEITER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $26K | — |
| OSAIC WEALTH | — | RICHMOND, VA | NONE | $13K | — |
Investments
14 direct securities · 16 pooled funds· $17.1M(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
$14.5M
14 holdings
Common Collective Trust
$2.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Fundamental Inv A American Funds 0 | — | — | — | $4.2M | 24.7% | |
| American Funds Washington Mutual Inv A American Funds 0 | — | — | — | $2.9M | 17.0% | |
| American Funds New Economy Fund A American Funds 0 | — | — | — | $2.2M | 12.9% | |
| American Funds Income Fd Of America A American Funds 0 | — | — | — | $1.2M | 7.2% | |
| American Funds New Perspective Fund A American Funds 0 | — | — | — | $1.2M | 6.9% | |
| PIMCO Investment Grade Credit Bd Adm PIMCO 0 | — | — | — | $782K | 4.6% | |
| Fidelity Advisor Growth Opp I Fidelity 0 | — | — | — | $663K | 3.9% | |
| GG EUROPACIFIC GROWTH TRUST R2 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $642K | 3.7% | |
| FLEXPATH INDEX+ MODERATE RETIRE R2 GREAT GRAY TRUST · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $535K | 3.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $305K | 1.8% | |
| PGIM High Yield CL Z PGIM 0 | — | — | — | $256K | 1.5% | |
| STABLE VALUE FUND R2 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $250K | 1.5% | |
| Victory Integrity Small-Cap Value Y Victory 0 | — | — | — | $250K | 1.5% | |
| Janus Henderson Triton A Janus Henderson 0 | — | — | — | $250K | 1.5% | |
| FLEXPATH INDEX+ MODERATE 2045 R2 GREAT GRAY TRUST · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $237K | 1.4% | |
| American Funds U.S. Govt Money Mkt A American Funds 0 | — | — | — | $221K | 1.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R2 GREAT GRAY TRUST · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $218K | 1.3% | |
| FLEXPATH INDEX+ MODERATE 2055 R2 GREAT GRAY TRUST · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $167K | 1.0% | |
| FLEXPATH INDEX+ MODERATE 2035 R2 GREAT GRAY TRUST · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $150K | 0.9% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R2 GREAT GRAY TRUST · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $145K | 0.8% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R2 GREAT GRAY TRUST · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $105K | 0.6% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY TRUST · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $66K | 0.4% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 R GREAT GRAY TRUST · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $22K | 0.1% | |
| PIMCO Income Admin PIMCO 0 | — | — | — | $16K | <0.1% | |
| Victory Trivalent Intl Small-Cap Y Victory 0 | — | — | — | $15K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 R GREAT GRAY TRUST · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $612 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 R GREAT GRAY TRUST · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $52 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 R GREAT GRAY TRUST · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R2 GREAT GRAY TRUST · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R2 GREAT GRAY TRUST · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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