What public Form 5500 filings show about the Rockwell Automation 401(k) plan — and how to find and check your own account.
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.
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): J P MORGAN INVESTMENT MANAGEMENT, THOMPSON SIEGEL & WALMSLEY, STANDISH MANAGEMENT, FOLEY AND LARDNER LLP, WORLD ASSETS MANAGEMENT, BANK OF NEW MELLON.
