Rex Lumber 401(k) And P/S Plan
Sponsored by Rex Lumber, Llc · EIN 611870518 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 627
- With balances
- 650
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $72,939 |
| Pentegra Retirement Services | Contract administrator | $20,527 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $16,500 |
| Lannigan& Associates Pc | Accounting | $11,576 |