How big is Rohlig USA, LLC's plan?

Rohlig USA, LLC's plan reported $12.3M in assets and 257 participants for 2024.

Original filing (PDF)20251014110520NAL0003719312001

Rohlig USA, LLC

Name: Rohlig USA, LLC — Rohlig USA, LLC 401(k) Plan, Form 5500 (2024)
Creator: Rohlig USA, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rohlig USA, LLC 401(k) Plan

401(k) retirement plan · Rohlig USA, LLC's Rohlig USA, LLC 401(k) Plan held $12.3M in plan assets for 257 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

257

Accounts w/ balance

291

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

People on this filing

Brian Caffrey signed Rohlig USA, LLC's 2024 Form 5500 as plan administrator.

Brian Caffrey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rohlig USA, LLC's EIN is 05-0571582.

EIN 05-0571582

Plan number 001

Plan year 2024

ACK ID 20251014110520NAL0003719312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rohlig USA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rohlig USA, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROHLIG USA, LLC.

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ROHLIG USA, LLC

EIN

all filings

Address

1743 S LINNEMAN RD · MOUNT PROSPECT, IL · 60056

Phone

(224) 563-3300

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$26K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$26K	—

Investments

49 direct securities· $12.3M(100% of reported assets)

Other securities

$4.9M

18 holdings

Mutual Funds

$4.6M

23 holdings

Common Collective Trusts

$1.8M

2 holdings

U.S. Treasuries

$673K

2 holdings

Cash / Money Market

$263K

2 holdings

Participant loans

$86K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
iShares S&P 500 Index K Mutual funds	Common Collective Trusts	—	—	$1.4M	11.5%
GM JHancock Bond R6 Mutual funds	Other securities	—	—	$821K	6.7%
GM Columbia Dividend Income I3 Mutual funds	Other securities	—	—	$695K	5.6%
GM Loomis Sayles Global Allocation N Mutual funds	Other securities	—	—	$669K	5.4%
GM JPMorgan Government Bond R6 Mutual funds	U.S. Treasuries	—	—	$644K	5.2%
GM Franklin Dynatech R6 Mutual funds	Mutual Funds	—	—	$569K	4.6%
Columbia Dividend Income I3 Mutual funds	Other securities	—	—	$496K	4.0%
GM (CL)Victory Sycamore Establish Val R6 Mutual funds	Other securities	—	—	$493K	4.0%
GM Vanguard International Growth Adm Mutual funds	Mutual Funds	—	—	$411K	3.3%
GM (CL) Principal MidCap Fund Inst Mutual funds	Other securities	—	—	$373K	3.0%
Franklin Dynatech R6 Mutual funds	Mutual Funds	—	—	$367K	3.0%
iShares Russell 2000 SmCap Ind K Mutual funds	Common Collective Trusts	—	—	$367K	3.0%
GM Vanguard International Value Inv Mutual funds	Mutual Funds	—	—	$352K	2.9%
GM American Funds New World R6 Mutual funds	Mutual Funds	—	—	$301K	2.4%
GM American Century Small Cap Value R6 Mutual funds	Other securities	—	—	$285K	2.3%
(CL) Principal MidCap Fund Inst Mutual funds	Other securities	—	—	$270K	2.2%
GM American Funds Capital World Bond R6 Mutual funds	Mutual Funds	—	—	$264K	2.1%
American Funds Trgt Date Ret 2055 R6 Mutual funds	Mutual Funds	—	—	$257K	2.1%
American Funds Trgt Date Ret 2030 R6 Mutual funds	Mutual Funds	—	—	$246K	2.0%
Vanguard International Growth Adm Mutual funds	Mutual Funds	—	—	$229K	1.9%
American Funds Trgt Date Ret 2050 R6 Mutual funds	Mutual Funds	—	—	$217K	1.8%
GM Principal Global Real Estate Secs R6 Mutual funds	Other securities	—	—	$213K	1.7%
BlackRock Liquidity T-Fund Premier Money market funds	Cash / Money Market	—	—	$209K	1.7%
iShares Russell Mid-Cap Index K Mutual funds	Other securities	—	—	$205K	1.7%
(CL) Invesco Discovery R6 Mutual funds	Mutual Funds	—	—	$183K	1.5%
GM American Funds American Hi Inc Tr R6 Mutual funds	Mutual Funds	—	—	$169K	1.4%
American Funds Trgt Date Ret 2045 R6 Mutual funds	Mutual Funds	—	—	$165K	1.3%
(CL) GM Invesco Discovery R6 Mutual funds	Mutual Funds	—	—	$157K	1.3%
JHancock Bond R6 John Hancock 0	Other securities	—	—	$136K	1.1%
(CL)Victory Sycamore Established Val R6 Mutual funds	Other securities	—	—	$126K	1.0%
American Funds Trgt Date Ret 2025 R6 Mutual funds	Mutual Funds	—	—	$126K	1.0%
American Funds Trgt Date Ret 2060 R6 Mutual funds	Mutual Funds	—	—	$99K	0.8%
Vanguard International Value Inv Mutual funds	Mutual Funds	—	—	$95K	0.8%
American Funds Capital World Bond R6 Mutual funds	Mutual Funds	—	—	$87K	0.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$86K	0.7%
iShares MSCI EAFE Intl Index K Mutual funds	Other securities	—	—	$82K	0.7%
American Funds American Hi Inc Tr R6 Mutual funds	Mutual Funds	—	—	$76K	0.6%
American Funds Trgt Date Ret 2020 R6 Mutual funds	Mutual Funds	—	—	$75K	0.6%
American Funds Trgt Date Ret 2040 R6 Mutual funds	Mutual Funds	—	—	$61K	0.5%
GM BlackRock Liquidity T-Fund Premier Money market funds	Cash / Money Market	—	—	$54K	0.4%
American Century Small Cap Value R6 Mutual funds	Other securities	—	—	$49K	0.4%
American Funds Trgt Date Ret 2035 R6 Mutual funds	Mutual Funds	—	—	$46K	0.4%
American Funds New World R6 Mutual funds	Mutual Funds	—	—	$41K	0.3%
JPMorgan Government Bond R6 Mutual funds	U.S. Treasuries	—	—	$29K	0.2%
Loomis Sayles Global Allocation N Mutual funds	Other securities	—	—	$13K	0.1%
Principal Global Real Estate Secs R6 Mutual funds	Other securities	—	—	$8K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%