Mark Robichaud signed The EXPO Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The EXPO Group, LLC's EIN is 75-2364585.
Download the official 2024 Form 5500 (PDF) for The EXPO Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The EXPO Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER FINANCIAL SERVICES INC | — | GREENWOOD VILLAGE, CO | NONE | $30 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 10.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $983K | 7.9% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $839K | 6.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $770K | 6.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $763K | 6.1% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $649K | 5.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $618K | 4.9% | |
| American Funds American Funds American Balance Fund | Mutual Funds | — | — | $470K | 3.8% | |
| J.P. Morgan JP Morgan Mid-cap Growth Fund | Other securities | — | — | $463K | 3.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $457K | 3.7% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $424K | 3.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $417K | 3.3% | |
| Self-directed brokerage accounts * Self-directed brokerage Empower SDB | Self-Directed Brokerage | — | — | $401K | 3.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $367K | 2.9% | |
| GGG CIT III FOR METLIFE GAC 25554 GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $272K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $259K | 2.1% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $248K | 2.0% | |
| DFA Intermediate Government Fixed Income Fund | Mutual Funds | — | — | $232K | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $211K | 1.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $203K | 1.6% | |
| Vanguard Health Care Index Fund | Common Collective Trusts | — | — | $188K | 1.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $178K | 1.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $175K | 1.4% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $170K | 1.4% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $168K | 1.3% | |
| maturing through August 2035 | Other securities | — | — | $165K | 1.3% | |
| Vanguard Wellesly Income Fund | Mutual Funds | — | — | $157K | 1.3% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $133K | 1.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $113K | 0.9% | |
| American Century American Century Small Cap Growth Fund | Mutual Funds | — | — | $110K | 0.9% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $102K | 0.8% | |
| Vanguard Inflation Protection Securities Fund | Mutual Funds | — | — | $100K | 0.8% | |
| Vanguard Small-cap Value Index Fund | Common Collective Trusts | — | — | $61K | 0.5% | |
| Invesco Investco Gold & Special Minerals Fund | Mutual Funds | — | — | $59K | 0.5% | |
| American Funds American Funds Smallcap World Fund | Mutual Funds | — | — | $44K | 0.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $35K | 0.3% | |
| Vanguard Materials Index Fund | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PROSPERA FINANCIAL |
| 75-1832551 |
| — |
| INVESTMENT ADVISOR |
| $27K |
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO, LLP | 94-6214841 | — | TPA | $3K | — |
