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Original filing (PDF)20241002111421NAL0008701361001
EXPRESS, LLC
Form 5500
FILING_RECEIVED
EXPRESS SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,982
Accounts w/ balance
2,250
Plan assets (EOY)
$138.0M
Net assets (EOY)
$138.0M
How this plan invests
This plan
31 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)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESS, LLC.
Plan sponsor
Name
EXPRESS, LLC
EIN
54-2170160
Address
ONE EXPRESS DRIVE · COLUMBUS, OH · 43230
Phone
(614) 474-4001
Industry
Retail Tradesee 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
2024-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARY ROEPCKE MULCHAEY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $117K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $22K | — |
Investments
31 pooled funds· $110.4M(80% 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 |
|---|---|---|---|
| T. ROWE PRICE RET HYBRID 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | $32.6M | 23.6% |
| T. ROWE PRICE RET HYBRID 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | $21.5M | 15.6% |
| T. ROWE PRICE RET HYBRID 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | $13.5M | 9.8% |
| T. ROWE PRICE LARGE-CAP GROWTHTRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | $7.9M | 5.7% |
| T. ROWE PRICE RET HYBRID 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | $5.9M | 4.3% |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202449 / PN 001 | Common Collective Trust | $5.7M | 4.1% |
| ALLSPRING ENHANCED STOCK MRKT FUND SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | $5.4M | 3.9% |
| T. ROWE PRICE RET HYBRID 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | $4.2M | 3.0% |
| T. ROWE PRICE RET HYBRID 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | $3.9M | 2.8% |
| T. ROWE PRICE RET HYBRID 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | $3.2M | 2.3% |
| T. ROWE PRICE RET HYBRID 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | $2.6M | 1.9% |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | $2.2M | 1.6% |
| T. ROWE PRICE RET HYBRID 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | $612K | 0.4% |
| T. ROWE PRICE RET HYBRID 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | $599K | 0.4% |
| T. ROWE PRICE RET HYBRID 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | $425K | 0.3% |
| T. ROWE PRICE RET HYBRID BAL TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | $277K | 0.2% |
| T. ROWE PRICE RET HYBRID 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | $1K | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2020 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 002 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2015 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 006 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2010 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 001 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2025 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 007 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2030 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 003 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2035 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 008 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2040 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 004 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2045 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 009 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2050 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 010 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2055 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 020 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2060 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 022 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRST 2065 THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 024 | Common Collective Trust | $0 | <0.1% |
| SCHWAB MANAGED RETIREMENT TRUST INC THE CHARLES SCHWAB TRUST COMPANY · EIN 81-0625169 / PN 005 | Common Collective Trust | $0 | <0.1% |
| PRN/T.ROWE PRICE I LARGE CAP GROWTH SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | $0 | <0.1% |
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