Jenni Fulton signed Rexel USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rexel USA, Inc.'s EIN is 20-5021845.
Download the official 2024 Form 5500 (PDF) for Rexel USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rexel USA, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $416K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | CHICAGO, IL | NONE | $21K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP BLUE CHIP GROWTH Registered Investment Company | Common Stocks | — | — | $87.4M | 9.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $86.3M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $86.0M | 8.8% | |
| TRP MID-CAP GROWTH Registered Investment Company | Common Stocks | — | — | $78.0M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $72.9M | 7.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $70.0M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $64.7M | 6.7% | |
| FIDELITY 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $64.6M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $59.3M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $41.0M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $35.6M | 3.7% | |
| TRP SCIENCE & TECHNOLOGY Registered Investment Company | Common Stocks | — | — | $30.3M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $28.6M | 2.9% | |
| VANGUARD VALUE INDEX INST Registered Investment Company | Mutual Funds | — | — | $27.4M | 2.8% | |
| TRP BALANCED Registered Investment Company | Common Stocks | — | — | $21.9M | 2.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $15.4M | 1.6% | |
| maturing through August 2047 0 | Other securities | — | — | $14.8M | 1.5% | |
| VANGUARD SMCAP VAL INDEX, INST Registered Investment Company | Mutual Funds | — | — | $12.6M | 1.3% | |
| DFA LARGE CAP INTERNATIONAL I Registered Investment Company | Mutual Funds | — | — | $10.4M | 1.1% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $10.2M | 1.1% | |
| TRP SPECTRUM INCOME Registered Investment Company | Common Stocks | — | — | $9.7M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $8.7M | 0.9% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $5.4M | 0.6% | |
| VANGUARD TOTAL BOND INDEX ADM Registered Investment Company | Mutual Funds | — | — | $4.9M | 0.5% | |
| SELF-DIRECTED BROKERAGE Selt-Directed Brokerage | Self-Directed Brokerage | — | — | $4.8M | 0.5% | |
| VANGUARD HIGH YIELD CORP ADM Registered Investment Company | Mutual Funds | — | — | $4.6M | 0.5% | |
| VANGUARD INFL PROTECTED BOND Registered Investment Company | Mutual Funds | — | — | $4.5M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.5% | |
| VANGUARD TTL INT STOCK IND ADM Registered Investment Company | Mutual Funds | — | — | $3.5M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $942K | <0.1% | |
| FIDELITY SMALL AP GROWTH INDE Registered Investment Company | Mutual Funds | — | — | $894K | <0.1% | |
| T ROWE PRICE GOVERNMENT MONEY Registered Investment Company | Mutual Funds | — | — | $21K | <0.1% | |
| FIDELITY ADV STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 028 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | — | ITASCA, IL | NONE | $64K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $228 | — |
