How big is First Express, Inc.'s plan?

First Express, Inc.'s plan reported $4.7M in assets and 90 participants for 2024.

Original filing (PDF)20251006103135NAL0008643906001

First Express, Inc.

Name: First Express, Inc. — First Express 401(k) Plan, Form 5500 (2024)
Creator: First Express, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Express 401(k) Plan

401(k) retirement plan · First Express, Inc.'s First Express 401(k) Plan held $4.7M in plan assets for 90 participants in 2024, with Empower as recordkeeper.

Signals · 2

30% in single holdingHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

James Keith signed First Express, Inc.'s 2024 Form 5500 as plan administrator.

James Keith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Express, Inc.'s EIN is 62-1560314.

EIN 62-1560314

Plan number 001

Plan year 2024

ACK ID 20251006103135NAL0008643906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Express, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Express, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST EXPRESS, INC..

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How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

FIRST EXPRESS, INC.

EIN

all filings

Address

1135 FREIGHTLINER DRIVE · NASHVILLE, TN · 37210

Phone

(615) 244-1425

Industry

Transportation & Warehousing

Plan administrator

Name

FIRST EXPRESS, INC.

EIN

62-1560314

City

NASHVILLE, TN

Phone

(615) 244-1425

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARR RIGGS AND INGRAM

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—
ASCENSUS HOLDINGS DBA FUTUREPLAN BY	—	SAN DIEGO, CA	CONTRACT ADMIN	$2K	—
EMPOWER ADVISORY GROUP, LLC	84-0467907	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Investments

20 direct securities· $4.7M(100% of reported assets)

Mutual Funds

$2.9M

16 holdings

Common Collective Trusts

$1.7M

3 holdings

Other securities

$95K

1 holding

					% of plan
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.4M	29.6%
American Funds 2035 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$655K	13.9%
American Funds 2040 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$569K	12.1%
American Funds 2030 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$260K	5.5%
American Funds 2020 Target Date Fund R4 Mutual Fund	Mutual Funds	—	—	$245K	5.2%
American Funds 2010 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$228K	4.8%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$214K	4.5%
American Funds 2025 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$210K	4.5%
American Funds 2050 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$167K	3.5%
American Funds 2055 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$153K	3.3%
American Funds 2045 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$130K	2.8%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$121K	2.6%
Key Guaranteed Portfolio Fund Investment Contract	Other securities	—	—	$95K	2.0%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$76K	1.6%
Vanguard Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$73K	1.6%
American Funds 2015 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$40K	0.9%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$26K	0.5%
Vanguard Interm - Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$24K	0.5%
Vanguard Balanced Index Adm Mutual Fund	Mutual Funds	—	—	$21K	0.5%
American Funds 2060 Target Date Fund R5 Mutual Fund	Mutual Funds	—	—	$12K	0.3%