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Original filing (PDF)20230531133059NAL0019615169001
EXTERIOR MAINTENANCE RESOURCES INC
Form 5500
FILING_RECEIVED
EXTERIOR MAINTENANCE RESOURCES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
32 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)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXTERIOR MAINTENANCE RESOURCES INC.
Plan sponsor
Name
EXTERIOR MAINTENANCE RESOURCES INC
EIN
81-4297382
Address
100 SHARP ROAD · MARLTON, NJ · 08053
Phone
(844) 436-3748
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-08-31
Filed
2023-05-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
MAYER HOFFMAN MCCANN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY ADVISORS LLC | 06-1659806 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP | 23-3044062 | — | TPA | $0 | — |
Investments
32 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUNDS TRGT DATE RET 2045 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| LOAN FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW PERSPECTIVE R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2055 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK HEALTH SCIENCES OPPS INST TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2020 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| FEDERATED HERMESHIGH YIELD BOND INS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS AMERICAN BALANCED R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2035 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD REAL ESTATE INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL-CAP VALUE INDEX ADMI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| TIAA-CREF LARGE-CAP GR IDX INSTL TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2030 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPACIFIC GR R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| IVY INTERNATIONAL CORE EQUITY I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2040 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| TCW TOTAL RETURN BOND I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD 500 INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAPITAL INC BLDR R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD VALUE INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS GROWTH FUND OF AMER TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| TRANSAMERICA STABLE VALUE FOCUS OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID CAP INDEX ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2050 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD WELLESLEY INCOME ADM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| LOOMIS SAYLES GLOBAL ALLOCATION Y TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| MORGAN STANLEY INST INTERNATIONAL O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE BLUE CHIP GROWTH I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY INTERNATIONAL INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2015 TRGT DATE REHIR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS AMERICAN BALANCED R6 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS TRGT DATE RET 2025 R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | Pooled Separate Account | $0 | — |