Express Management Holdings, LLC

42
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
42
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (23)
Average in Peer Group (59)
Highest in Peer Group (85)

Plan Description

Express Management Holdings, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 42. Express Management Holdings, LLC 401k Plan currently has over 800 active participants and over $2.6M in plan assets.

Did you know?

For the average 401k participant, the 43 point difference between this plan's BrightScope Rating (42) and the top rated plan (85) could equate to:
19
Additional years of work
230,429
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 158 Tices Lane Suite B
  • Location
    East Brunswick , NJ
  • 08816
  • Industry
    Electronics Stores
  • Net Plan Assets
    $2,620,000
  • Total Participants
    820
  • Avg Account Balance
    $3,400

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Poor
Account Balance:
Poor

Peer Group Plans

Company Rating
Grand Appliance Co. 61.7
Arch Legacy Ventures 59.0
Samys Camera 57.3
Wireless Lifestyle 51.3
Standard Appliance 49.5
Boston 48.2

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
American Century Investments One Choice 76%
N/A
MassMutual S&P 500 Index 9%
N/A
Participant Loans 3%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
MassMutual
Insurance Advisor/Broker
Joseph F Tortis
Insurance Advisor/Broker
Andrew J Cardile
Insurance Advisor/Broker
Andrew Cardile
Insurance Advisor/Broker
Joseph Tortis
Insurance Advisor/Broker
Harris S. Fishman
Recordkeeper
MassMutual
Administration
The Paragon Alliance Group
Investment Adviser
Envestnet Asset Management, Inc.
Auditor
Coulter & Justus, P.C.

Articles and Questions

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