Patty Smith signed Express Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Express Services, Inc.'s EIN is 84-0909680.
Download the official 2024 Form 5500 (PDF) for Express Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Express Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $17.6M | 39.2% | |
| NYLI Winslow Large Cap Growth Fund | Other securities | — | — | $8.8M | 19.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.9M | 13.2% | |
| BOKF, NA Retirement 2040 Fund | Other securities | — | — | $4.8M | 10.6% | |
| BOKF, NA Retirement 2050 Fund | Other securities | — | — | $3.9M | 8.6% | |
| BOKF, NA Retirement 2030 Fund | Other securities | — | — | $3.2M | 7.1% | |
| MFS Value Fund | Mutual Funds | — | — | $3.1M | 7.0% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $2.1M | 4.7% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $1.6M | 3.6% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| BOKF, NA Retirement 2020 Fund | Other securities | — | — | $1.3M | 2.9% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 2.7% | |
| BOKF, NA Strategic International Fund | Other securities | — | — | $1.2M | 2.6% | |
| BOKF, NA Retirement 2060 Fund | Other securities | — | — | $1.0M | 2.3% | |
| various maturities | Other securities | — | — | $884K | 2.0% | |
| Federated Hermes Investors Mid Cap Growth Fund | Other securities | — | — | $868K | 1.9% | |
| BOKF, NA Retirement Conservative Fund | Other securities | — | — | $815K | 1.8% | |
| BOKF, NA Strategic Fixed Income Fund | Other securities | — | — | $724K | 1.6% | |
| BOKF, NA Strategic Mid Cap Fund | Other securities | — | — | $585K | 1.3% | |
| BOKF, NA Strategic Alternative Fund | Other securities | — | — | $105K | 0.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $74K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $62K | 0.1% | |
| BOKF, NA Retirement 2070 Fund | Other securities | — | — | $60K | 0.1% | |
| BOKF, NA Financial Retirement Income Fund | Other securities | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
