# Exp U.S. Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/exp-u-s-services-inc-401k-plan

> Exp U.S. Services, INC.'s 401(k) plan: 1,132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exp U.S. Services, INC.

- **Sponsor EIN:** 460523964

- **Sponsor Address:** 205 N. MICHIGAN AVENUE, CHICAGO, IL, 60601

- **Plan Type:** 401(k)

- **Total Participants:** 1,132

- **Total Assets:** $230.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,132|$230.7M|$4.9M|$11.5M|

| 2023|1,057|$190.1M|$4.4M|$9.9M|

| 2022|1,142|$149.0M|$3.9M|$8.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NFP RETIREMENT INC.|INVESTMENT ADVISOR|$207,722|—|$207,722|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$138,939|—|$138,939|

| FGMK, LLC|ACCOUNTANT/AUDITOR|$15,769|—|$15,769|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,041|—|$6,041|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FGMK, LLC](https://planprovider.pro/provider/fgmk-llc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $368,471

- **Estimated Expense Ratio:** 0.160% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$368,471|$213,763|—|$15,769|—|

| 2023|$307,200|$122,865|—|$14,723|—|

| 2022|$158,630|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/exp-u-s-services-inc-401k-plan)

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