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Original filing (PDF)20251103121026NAL0010506528001
EXPRESSION NETWORKS LLC
Form 5500
FILING_RECEIVED
EXPRESSION NETWORKS LLC 401(K) PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
117
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESSION NETWORKS LLC.
Plan sponsor
Name
EXPRESSION NETWORKS LLC
EIN
54-1880759
Address
1140 3RD STREET NE · SUITE 325B · WASHINGTON, DC · 20002
Phone
(202) 243-8769
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-03
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
BETHKE CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WEALTH MANAGEMENT | 45-3176027 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
32 direct securities · 3 pooled funds· $8.1M(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.
Registered Investment Companies
$8.1M
32 holdings
Common Collective Trust
$0
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.9M | 23.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $671K | 8.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $634K | 7.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $485K | 6.0% | |
| PRI MID CAP S&P 400 INDEX R6 | Registered Investment Companies | — | — | $364K | 4.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $341K | 4.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $316K | 3.9% | |
| VICTORY NASDAQ-100 INDEX R6 | Registered Investment Companies | — | — | $304K | 3.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $288K | 3.5% | |
| JPMORGAN EQUITY INDEX FD - R6 | Registered Investment Companies | — | — | $282K | 3.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $272K | 3.3% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $258K | 3.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $205K | 2.5% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $205K | 2.5% | |
| SCHWAB FUND US SM CO IDX | Registered Investment Companies | — | — | $190K | 2.3% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $161K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $151K | 1.9% | |
| SCHWAB FMTL US LG CO INDEX | Registered Investment Companies | — | — | $135K | 1.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $135K | 1.7% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $122K | 1.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $116K | 1.4% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $106K | 1.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $100K | 1.2% | |
| VANGUARD CORE BOND FUND - ADM | Registered Investment Companies | — | — | $80K | 1.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $73K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $69K | 0.8% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $49K | 0.6% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $26K | 0.3% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $22K | 0.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% |
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