Tammy Julian signed REX Lumber, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
REX Lumber, LLC's EIN is 61-1870518.
Download the official 2024 Form 5500 (PDF) for REX Lumber, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REX Lumber, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX +MOD 2035 FD CL R1 GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $4.6M | 27.3% | |
| FLEXPATH INDEX + MOD 2045 FD CL R1 GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $3.5M | 21.1% | |
| FLEXPATH INDEX+MOD RETIREMENT FD CL GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.9M | 17.5% | |
| FLEXPATH INDEX+ MOD 2055 FD CL R1 GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $2.6M | 15.4% | |
| VANGUARD 500 INDEX ADMIRAL Mutual fund | Common Collective Trusts | — | — | $699K | 4.2% | |
| Notes & Mortgages (Participant Directed) Participant Loans For Rex Lumber 401(K) and P/S Plan Interest Rate (Ranging from 4.25-9.50%) N/A | Master Trust Interest | — | — | $684K | 4.1% | |
| STABLE VALUE FD METLIFE GAC SERIES RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $395K | 2.4% | |
| FLEXPATH INDEX+ AGGR 2055 FD CL R1 GREAT GRAY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $346K | 2.1% | |
| GUGGENHEIM TOTAL RETURN BOND R6 Mutual fund | Other securities | — | — | $277K | 1.7% | |
| FLEXPATH INDEX + AGGR 2045 FD CL R1 GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $164K | 1.0% | |
| LARGE CAP GROWTH FUND II FEE CLASS R1 Collective Trust Fund | Common Collective Trusts | — | — | $111K | 0.7% | |
| LGE CAP GROWTH FUND II FEE CLASS R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $111K | 0.7% | |
| VICTORY SYCAMORE ESTABLISHED VALUE I Mutual fund | Other securities | — | — | $71K | 0.4% | |
| FIDELITY ADVISOR STOCK SELECTOR SM CP Z Mutual fund | Mutual Funds | — | — | $53K | 0.3% | |
| HARTFORD DIVIDEND AND GROWTH R6 Mutual fund | Other securities | — | — | $52K | 0.3% | |
| s (Participant Directed) ALLSPRING PRECIOUS METALS INSTITUTIONAL Mutual fund | Mutual Funds | — | — | $42K | 0.3% | |
| AMERICAN FUNDS AMERICAN HI INC TR R6 Mutual fund ** 631 AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual fund | Mutual Funds | — | — | $27K | 0.2% | |
| FIDELITY MID CAP INDEX Mutual fund | Mutual Funds | — | — | $23K | 0.1% | |
| FLEXPATH INDEX+CONER 2035 FD CL GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $19K | 0.1% | |
| FLEXPATH INDEX+CONSER RETIREMENT FD GREAT GRAY · EIN 47-3144367 / PN 227 | Common Collective Trust | — | — | $15K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Mutual fund | Other securities | — | — | $12K | <0.1% | |
| COHEN & STEERS REAL ESTATE SECURITIES I Mutual fund | Other securities | — | — | $6K | <0.1% | |
| FLEXPATH INDEX+ AGGR RETIRE R1 GREAT GRAY · EIN 47-2935740 / PN 225 | Common Collective Trust | — | — | $5K | <0.1% | |
| FEDERATED HERMES KAUFMANN SMALL CP R6 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| DFA EMERGING MARKETS CORE EQUITY I Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| BRANDYWINEGLOBAL HIGH YIELD I Mutual fund | Other securities | — | — | $3K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $427 | <0.1% | |
| FLEXPATH INDEX+CONSER 2025 FD CL R1 GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+MOD 2025 FD CL R1 GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+AGG 2025 R1 GREAT GRAY · EIN 47-2836296 / PN 228 | 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 |
|---|---|---|---|---|---|
| PENTEGRA RETIREMENT SERVICES | 13-3745616 | WHITE PLAINS, NY | CONTRACT ADMIN | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LANNIGAN& ASSOCIATES PC | — | THOMASVILLE, GA | AUDITOR | $12K | — |
