Susan Collins signed Rochester Electronics, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rochester Electronics, LLC's EIN is 04-2773564.
Download the official 2023 Form 5500 (PDF) for Rochester Electronics, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Rochester Electronics, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | INVESTMENT MANAGEMENT | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $62.2M | 96.6% | |
| Fidelity 500 Index Fund 29,539 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $5.9M | 9.1% | |
| Mass Incestors Grw Stk Fnd R6 117,440 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $5.5M | 8.6% | |
| Vanguard Mid-Cap Index Fnd 12,757 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $4.2M | 6.4% | |
| American Funds Am Balanced R6 103,116 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $3.7M | 5.8% | |
| Vanguard Trgt Retire 2030 Fnd Inv 73,295 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $2.9M | 4.4% | |
| Vanguard Dev Mkts Index Fd Adm 157,251 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $2.5M | 3.9% | |
| Vanguard Trgt Retire 2035 Fnd Inv 100,930 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $2.5M | 3.9% | |
| Vanguard Trgt Retire 2040 Fnd Inv 52,224 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $2.3M | 3.6% | |
| Chalres Schwab PCRA Brokerage Accounts | Self-Directed Brokerage | — | — | $2.2M | 3.4% | |
| American Funds Amerr Mutual R6 34,174 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $2.0M | 3.1% | |
| Voya Govt Money Market Fund A 1,918,037 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.9M | 3.0% | |
| Vanguard Small-Cap Index Fnd 15,327 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 2.7% | |
| Vanguard Trgt Retire 2045 Fnd Inv 55,627 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.7M | 2.6% | |
| JP Morgan Core Plus Bond Fnd R6 226,124 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 2.5% | |
| PGIM High Yield Fund R6 309,254 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 2.3% | |
| October 31, 2024 | Other securities | — | — | $1.5M | 2.3% | |
| Vanguard S&P 500 2430 shares of common stock | Common Collective Trusts | — | $828K | $1.3M | 2.0% | |
| Vanguard Trgt Retire 2050 Fnd Inv 23,811 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 1.9% | |
| Vanguard Trgt Retire 2060 Fnd Inv 21,854 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 1.8% | |
| Vanguard Trgt Retire 2055 Fnd Inv 19,006 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 1.7% | |
| Spdr S&P Midcap 400 1,757 shares of common stock | Common Stocks | — | $293K | $994K | 1.5% | |
| American Funds New World R6 11,096 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $913K | 1.4% | |
| Vanguard Trgt Retire 2025 Fnd Inv 39,275 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $787K | 1.2% | |
| American Funds Amer New Perspective R6 11,405 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $735K | 1.1% | |
| Pioneer Strategic Income Fnd K 74,359 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $715K | 1.1% | |
| Ishares Core MSCI EAFE 9,365 shares of common stock | Common Stocks | — | $576K | $691K | 1.1% | |
| Ishares Core S&P Small-Cap 5685 shares of common stock | Common Stocks | — | $368K | $648K | 1.0% | |
| Vanguard Trgt Retire 2065 Fnd Inv 15,034 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $512K | 0.8% | |
| 8.50%, with varying maturity dates 0 | Bonds / Notes | — | — | $472K | 0.7% | |
| DFA Real Estate Securities Port Inst 8,632 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $369K | 0.6% | |
| Nvidia Corp 2250 shares of common stock | Common Stocks | — | $9K | $299K | 0.5% | |
| Apple Inc 1,275 shares of common stock | Common Stocks | — | $21K | $288K | 0.4% | |
| Microsoft Corp 675 shares of common stock | Common Stocks | — | $16K | $274K | 0.4% | |
| Vanguard Federal Mny Mkt Fd Inv 259,228 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $259K | 0.4% | |
| Cash | Cash / Money Market | — | $234K | $247K | 0.4% | |
| Vanguard Trgt Retire 2020 Fnd Inv 7,788 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $225K | 0.3% | |
| Ishares Core MSCI Emerging Mkts 3,325 shares of common stock | Common Stocks | — | $188K | $185K | 0.3% | |
| Broadcon Inc 950 shares of common stock | Common Stocks | — | $17K | $161K | 0.3% | |
| Amazon Com Inc 800 shares of common stock | Common Stocks | — | $16K | $149K | 0.2% | |
| Johnson & Johnson 250 shares of common stock | Common Stocks | — | $10K | $122K | 0.2% | |
| Palo Alto Networks Inc 325 shares of common stock | Common Stocks | — | $39K | $117K | 0.2% | |
| Vanguard Trgt Retire Income Fnd Inv 8,545 shares of Pooled Separate Account | Pooled Separate Accounts | — | — | $116K | 0.2% | |
| Berkshire Hathaway Inc Del 250 shares of common stock | Common Stocks | — | $50K | $113K | 0.2% | |
| 03/15/31, 6.0% interest | Bonds / Notes | — | $106K | $106K | 0.2% | |
| 10/05/33, 5.625% interest | Bonds / Notes | — | $102K | $104K | 0.2% | |
| 09/29/28, 5.803% interest | Bonds / Notes | — | $101K | $104K | 0.2% | |
| 01/15/33, 5.250% interest | Bonds / Notes | — | $103K | $103K | 0.2% | |
| 04/15/29, 4.9% interest | Bonds / Notes | — | $101K | $101K | 0.2% | |
| 12/08/26, 5.11% interest | Bonds / Notes | — | $101K | $101K | 0.2% |