Mark Bronstein signed REX Lumber Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REX Lumber Company's EIN is 06-0667910.
Download the official 2023 Form 5500 (PDF) for REX Lumber Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)REX Lumber Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $51K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAY COLONY ADVISORS | — | NEWTON, MA | INVESTMENT ADVISOR | $26K | — |
| CLARO ADVISORS LLC | — | BOSTON, MA | INVESTMENT ADVISOR | $722 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE SERVICES | $175 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE SERVICES | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | BROKERAGE SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Core Plus Bond / PGIM Fund Pooled Separate Account 1 Fidelity 500 Index Mutual Fund | Pooled Separate Accounts | — | — | $3.1M | 13.6% | |
| Great West Guaranteed Portfolio Fund Guaranteed Investment Account | Other securities | — | — | $2.7M | 11.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $2.4M | 10.6% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $2.3M | 10.3% | |
| Vanguard Interm-Term Treasury Adm Mutual Fund | Mutual Funds | — | — | $1.3M | 5.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.1M | 4.9% | |
| Western Asset Core Bond Is Mutual Fund | Other securities | — | — | $971K | 4.2% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $925K | 4.0% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | Common Collective Trusts | — | — | $817K | 3.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $816K | 3.6% | |
| American Funds Inflation Linked Bd R6 Mutual Fund | Mutual Funds | — | — | $628K | 2.7% | |
| Eaton Vance Atlanta Capital Smid-Cap R6 Mutual Fund | Other securities | — | — | $606K | 2.7% | |
| AMCENTURY SMALL CAP VALUE(IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $593K | 2.6% | |
| Artisan Developing World Investor Mutual Fund 1 Fidelity Advisor Intl Small Cap I Mutual Fund 1 Transamerica International Equity I Mutual Fund 1 * Empower SDB Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $481K | 2.1% | |
| Vanguard Ftse Social Index Admiral Mutual Fund | Mutual Funds | — | — | $465K | 2.0% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $448K | 2.0% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $427K | 1.9% | |
| MFS INTNL GROWTH EQUITY(IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $401K | 1.8% | |
| Participant Loans Interest Rates (4.25% - 9.50%) -0- | Bonds / Notes | — | — | $303K | 1.3% | |
| DFA US Small Cap Growth Instl Mutual Fund | Mutual Funds | — | — | $295K | 1.3% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $271K | 1.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $259K | 1.1% | |
| Vanguard Short-Term Treasury Adm Mutual Fund | Mutual Funds | — | — | $257K | 1.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $219K | 1.0% | |
| Fidelity Advisor High Income Advantage Mutual Fund | Mutual Funds | — | — | $186K | 0.8% | |
| Ab Global Bond Z Mutual Fund | Other securities | — | — | $151K | 0.7% | |
| Lord Abbett Short Duration Income R6 Mutual Fund | Mutual Funds | — | — | $123K | 0.5% | |
| First Eagle Gold R6 Mutual Fund | Other securities | — | — | $100K | 0.4% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $75K | 0.3% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $24K | 0.1% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $23K | 0.1% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $18K | <0.1% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $1 | <0.1% |
