REX Signature Services, LLC's EIN is 81-4149824.
Download the official 2024 Form 5500 (PDF) for REX Signature Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)REX Signature Services, 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 ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $96K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance American Fund 2035 Trgt Date | Other securities | — | — | $9.4M | 13.9% | |
| Empower Annuity Insurance Ishares US Aggregate Dond Inde | Other securities | — | — | $8.1M | 12.0% | |
| Empower Annuity Insurance Ishares S&P 500 index K | Common Collective Trusts | — | — | $7.8M | 11.5% | |
| Empower Annuity Insurance American Fund 2040 Trgt Date | Other securities | — | — | $7.0M | 10.3% | |
| Empower Annuity Insurance American Dund 2030 Trgt Date | Other securities | — | — | $5.1M | 7.5% | |
| Empower Annuity Insurance ishares MSCI Total Int;l Index | Other securities | — | — | $4.7M | 7.0% | |
| Empower Annuity Insurance American Fund 2045 Trgt Date | Other securities | — | — | $3.8M | 5.6% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund | Other securities | — | — | $3.1M | 4.7% | |
| Empower Annuity Insurance American Fund 2050 Trgt Date | Other securities | — | — | $2.3M | 3.5% | |
| Empower Annuity Insurance Isahres Russell Mid-Cap Index | Other securities | — | — | $1.8M | 2.6% | |
| Empower Annuity Insurance Ishares Russell 2000 Small-cap | Common Collective Trusts | — | — | $1.6M | 2.4% | |
| Empower Annuity Insurance American Fund 2055 Trgt Date | Other securities | — | — | $1.5M | 2.2% | |
| Empower Annuity Insurance Participant Loans | Participant loans | — | — | $956K | 1.4% | |
| Empower Annuity Insurance American Fund 2060 Trgt Date | Other securities | — | — | $903K | 1.3% | |
| Empower Annuity Insurance American Funds Euro Pacific | Mutual Funds | — | — | $898K | 1.3% | |
| Empower Annuity Insurance Pimco Real Return Instl | Mutual Funds | — | — | $858K | 1.3% | |
| Empower Annuity Insurance American Fund 2020 Trgt Date | Other securities | — | — | $853K | 1.3% | |
| Empower Annuity Insurance James Henderson Forty N | Other securities | — | — | $780K | 1.2% | |
| Empower Annuity Insurance Western Asset Core Bond IS | Other securities | — | — | $776K | 1.1% | |
| Empower Annuity Insurance Wasatch Core Growth Institutio | Other securities | — | — | $629K | 0.9% | |
| Empower Annuity Insurance Pimco Income Instl | Mutual Funds | — | — | $622K | 0.9% | |
| Empower Annuity Insurance BlackRock Strategic Global Bon | Other securities | — | — | $493K | 0.7% | |
| Empower Annuity Insurance BlackRock High Yield Bond Port | Other securities | — | — | $392K | 0.6% | |
| Empower Annuity Insurance MFS Value R6 | Mutual Funds | — | — | $384K | 0.6% | |
| Empower Annuity Insurance Cohen & steers Real Estate Sec | Other securities | — | — | $383K | 0.6% | |
| Empower Annuity Insurance Pimco Commodity Real Ret Strat | Mutual Funds | — | — | $338K | 0.5% | |
| Empower Annuity Insurance PRIMECAP Odyssey Stock | Mutual Funds | — | — | $249K | 0.4% | |
| Empower Annuity Insurance Carillon Eagle Mid Cap Growth | Other securities | — | — | $200K | 0.3% | |
| Empower Annuity Insurance American Fund 2025 Trgt Date | Other securities | — | — | $123K | 0.2% | |
| Empower Annuity Insurance Macquarie Emerging Markets R6 | Other securities | — | — | $116K | 0.2% | |
| Empower Annuity Insurance American Fund 2065 Trgt Date | Other securities | — | — | $111K | 0.2% | |
| Empower Annuity Insurance Amerian Fund 2010 Trgt Date | Other securities | — | — | $100K | 0.1% | |
| Empower Annuity Insurance MFS Mid Cap Value R6 | Mutual Funds | — | — | $90K | 0.1% | |
| Empower Annuity Insurance Allspring Special Small Cap | Other securities | — | — | $60K | <0.1% | |
| Empower Annuity Insurance Forfeitures | Other securities | — | — | $50K | <0.1% | |
| Empower Annuity Insurance Oakmark International Institut | Other securities | — | — | $26K | <0.1% | |
| Empower Annuity Insurance Hanford Schroders Intl Multi-c | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 91-1325756 | JACKSONOVILLE, FL | INVESTMENT ADVISOR | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | PASADENA, CA | AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSBORNE & ASSOCIATES, INC. | 77-0573145 | MODESTO, CA | CONTRACT ADMI NISTRATOR | $29K | — |
