ROCKWELL AUTOMATION 401(k) Plan
What public Form 5500 filings show about the ROCKWELL AUTOMATION 401(k) plan — and how to find and check your own account.
The ROCKWELL AUTOMATION 401(k) on its latest Form 5500
ROCKWELL AUTOMATION (EIN 25-1797617) reports ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.8B in plan assets across 8,097 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ROCKWELL AUTOMATION filing — schedules, fees, and providers.
Who runs the ROCKWELL AUTOMATION 401(k)?
ROCKWELL AUTOMATION’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ROCKWELL AUTOMATIONHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NISA INVESTMENT ADVISORS, JENNISON ASSOCIATES, IZARD KINDALL & RAABE LLP, ALIGHT SOLUTIONS, PACIFIC INVESTMENT MANAGEMENT CO, J P MORGAN INVESTMENT MANAGEMENT.
How to check your ROCKWELL AUTOMATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROCKWELL AUTOMATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).