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Original filing (PDF)20251015123824NAL0002302835001
EXPRESS HOME SERVICES LLC
Form 5500
FILING_RECEIVED
EXPRESS HOME SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
177
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXPRESS HOME SERVICES LLC.
Plan sponsor
Name
EXPRESS HOME SERVICES LLC
EIN
87-0696233
Address
4110 WEST WASHINGTON ST · STE 100 · PHOENIX, AZ · 85009
Phone
(480) 828-4146
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
21 direct securities· $1.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $367K | 19.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $276K | 14.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $194K | 10.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $136K | 7.4% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $125K | 6.8% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $109K | 5.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $91K | 4.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $88K | 4.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $80K | 4.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $79K | 4.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $71K | 3.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $65K | 3.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $46K | 2.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $41K | 2.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $29K | 1.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $24K | 1.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $11K | 0.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $10K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1K | <0.1% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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