Exp U.S. Services, Inc. Saving And Retirement Plan
Sponsored by Exp U.S. Services, Inc. · EIN 460523964 · Plan #002
- Total assets
- $231M
- Net assets
- $231M
- Active participants
- 1,132
- With balances
- 1,532
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan) | $207,722 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $138,939 |
| Fgmk, Llc | Accounting | $15,769 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,041 |