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Original filing (PDF)20251013133352NAL0002089776001
REX SIGNATURE SERVICES, LLC
Form 5500
FILING_RECEIVED
RSS RETIREMENT PLAN
401(k) retirement plan
Active participants
646
Accounts w/ balance
969
Plan assets (EOY)
$67.5M
Net assets (EOY)
$67.5M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 200% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REX SIGNATURE SERVICES, LLC.
Plan sponsor
Name
REX SIGNATURE SERVICES, LLC
EIN
81-4149824
Address
6001 OUTFALL CIRCLE · SACRAMENTO, CA · 95828
Phone
(916) 372-1300
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 91-1325756 | JACKSONOVILLE, FL | INVESTMENT ADVISOR | $109K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | PASADENA, CA | AUDITOR | $26K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $96K | — |
| OSBORNE & ASSOCIATES, INC. | 77-0573145 | MODESTO, CA | CONTRACT ADMI NISTRATOR | $29K | — |
Investments
37 direct securities· $66.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance American Fund 2035 Trgt Date | — | — | — | $9.4M | 13.9% | |
| Empower Annuity Insurance Ishares US Aggregate Dond Inde | — | — | — | $8.1M | 12.0% | |
| Empower Annuity Insurance Ishares S&P 500 index K | — | — | — | $7.8M | 11.5% | |
| Empower Annuity Insurance American Fund 2040 Trgt Date | — | — | — | $7.0M | 10.3% | |
| Empower Annuity Insurance American Dund 2030 Trgt Date | — | — | — | $5.1M | 7.5% | |
| Empower Annuity Insurance ishares MSCI Total Int;l Index | — | — | — | $4.7M | 7.0% | |
| Empower Annuity Insurance American Fund 2045 Trgt Date | — | — | — | $3.8M | 5.6% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund | — | — | — | $3.1M | 4.7% | |
| Empower Annuity Insurance American Fund 2050 Trgt Date | — | — | — | $2.3M | 3.5% | |
| Empower Annuity Insurance Isahres Russell Mid-Cap Index | — | — | — | $1.8M | 2.6% | |
| Empower Annuity Insurance Ishares Russell 2000 Small-cap | — | — | — | $1.6M | 2.4% | |
| Empower Annuity Insurance American Fund 2055 Trgt Date | — | — | — | $1.5M | 2.2% | |
| Empower Annuity Insurance Participant Loans | — | — | — | $956K | 1.4% | |
| Empower Annuity Insurance American Fund 2060 Trgt Date | — | — | — | $903K | 1.3% | |
| Empower Annuity Insurance American Funds Euro Pacific | — | — | — | $898K | 1.3% | |
| Empower Annuity Insurance Pimco Real Return Instl | — | — | — | $858K | 1.3% | |
| Empower Annuity Insurance American Fund 2020 Trgt Date | — | — | — | $853K | 1.3% | |
| Empower Annuity Insurance James Henderson Forty N | — | — | — | $780K | 1.2% | |
| Empower Annuity Insurance Western Asset Core Bond IS | — | — | — | $776K | 1.1% | |
| Empower Annuity Insurance Wasatch Core Growth Institutio | — | — | — | $629K | 0.9% | |
| Empower Annuity Insurance Pimco Income Instl | — | — | — | $622K | 0.9% | |
| Empower Annuity Insurance BlackRock Strategic Global Bon | — | — | — | $493K | 0.7% | |
| Empower Annuity Insurance BlackRock High Yield Bond Port | — | — | — | $392K | 0.6% | |
| Empower Annuity Insurance MFS Value R6 | — | — | — | $384K | 0.6% | |
| Empower Annuity Insurance Cohen & steers Real Estate Sec | — | — | — | $383K | 0.6% | |
| Empower Annuity Insurance Pimco Commodity Real Ret Strat | — | — | — | $338K | 0.5% | |
| Empower Annuity Insurance PRIMECAP Odyssey Stock | — | — | — | $249K | 0.4% | |
| Empower Annuity Insurance Carillon Eagle Mid Cap Growth | — | — | — | $200K | 0.3% | |
| Empower Annuity Insurance American Fund 2025 Trgt Date | — | — | — | $123K | 0.2% | |
| Empower Annuity Insurance Macquarie Emerging Markets R6 | — | — | — | $116K | 0.2% | |
| Empower Annuity Insurance American Fund 2065 Trgt Date | — | — | — | $111K | 0.2% | |
| Empower Annuity Insurance Amerian Fund 2010 Trgt Date | — | — | — | $100K | 0.1% | |
| Empower Annuity Insurance MFS Mid Cap Value R6 | — | — | — | $90K | 0.1% | |
| Empower Annuity Insurance Allspring Special Small Cap | — | — | — | $60K | <0.1% | |
| Empower Annuity Insurance Forfeitures | — | — | — | $50K | <0.1% | |
| Empower Annuity Insurance Oakmark International Institut | — | — | — | $26K | <0.1% | |
| Empower Annuity Insurance Hanford Schroders Intl Multi-c | — | — | — | $11K | <0.1% |
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