Tracy Randolph signed Rocket Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocket Software, Inc.'s EIN is 04-3090800.
Download the official 2024 Form 5500 (PDF) for Rocket Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocket Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | CONSULTANT | $50K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $44.9M | 16.3% | |
| Fidelity Contrafund Fund " | Mutual Funds | — | — | $30.5M | 11.1% | |
| TRP RET BLEND 2030 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $25.4M | 9.2% | |
| TRP RET BLEND 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $20.5M | 7.4% | |
| TRP RET BLEND 2035 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $20.0M | 7.2% | |
| Brokerage Link Self-directed brokerage account | Self-Directed Brokerage | — | — | $13.3M | 4.8% | |
| TRP RET BLEND 2040 B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $12.3M | 4.5% | |
| Managed Income Portfolio Class 2 Common collective trust | Common Collective Trusts | — | — | $10.4M | 3.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $10.4M | 3.8% | |
| Vanguard Equity-Income Admiral Fund Mutual fund | Mutual Funds | — | — | $10.3M | 3.7% | |
| Janus Henderson Enterprise Fund " | Mutual Funds | — | — | $10.0M | 3.6% | |
| TRP RET BLEND 2045 B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $9.6M | 3.5% | |
| Fidelity Low-Priced Stock Fund " | Mutual Funds | — | — | $6.7M | 2.4% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $6.6M | 2.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $5.9M | 2.1% | |
| TRP RET BLEND 2055 B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $5.9M | 2.1% | |
| TRP RET BLEND 2050 B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $5.8M | 2.1% | |
| TRP RET BLEND 2020 B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $5.7M | 2.1% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $4.7M | 1.7% | |
| Neuberger Berman Strategic Income Fund " | Other securities | — | — | $4.5M | 1.6% | |
| TRP RET BLEND 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.5% | |
| Fidelity Diversified International Fund " | Mutual Funds | — | — | $3.5M | 1.3% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $3.4M | 1.2% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $3.0M | 1.1% | |
| American Funds New World Fund " | Mutual Funds | — | — | $2.4M | 0.9% | |
| Fidelity Inflation-Protected Bond Index Fund " | Common Collective Trusts | — | — | $1.7M | 0.6% | |
| Fidelity Short-Term Treasury Bond Index Fund " | U.S. Treasuries | — | — | $1.3M | 0.5% | |
| TRP RET BLEND 2060 B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| TRP RET BLEND 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $452K | 0.2% | |
| TRP RET BLEND 2015 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $409K | 0.1% | |
| TRP RET BLEND 2010 B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $65K | <0.1% | |
| Fidelity Freedom Index 2070 Fund " | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $11K | — |
