Express Credit Auto Savings Incentive Plan — Form 5500 plan (Express Credit Auto, LLC.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Express Credit Auto Savings Incentive Plan is a benefit plan reported by Express Credit Auto, LLC. under EIN 73-1507186 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $7,948,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Express Credit Auto, LLC.
EIN
73-1507186
Plan number
001
Plan type
3
Location
Oklahoma City, OK
Latest filing year
2023
Participants
184
End-of-year plan assets
$7,948,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240911105632NAL0003581939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,948,981
Total liabilities (EOY)
$0
Net assets (EOY)
$7,948,981
Net assets (BOY)
$6,154,756

Income & contributions

Employer contributions
$264,624
Participant contributions
$429,516
Total contributions
$694,140
Total income / additions
$2,203,019

Expenses & distributions

Benefits paid
$360,815
Administrative expenses
$47,979
Total expenses
$408,794
Net increase / (decrease)
$1,794,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher Asset Management, LLCNONE$43,389not reported in the loaded dataset2023
Ascensus LLCNONE$4,590$02023

Related Form 5500 pages