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Original filing (PDF)20251006101736NAL0001780691001
ROBINSON & COLE LLP
Form 5500
FILING_RECEIVED
ROBINSON & COLE SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
388
Accounts w/ balance
521
Plan assets (EOY)
$294.3M
Net assets (EOY)
$294.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINSON & COLE LLP.
Plan sponsor
Name
ROBINSON & COLE LLP
EIN
06-0512640
Address
ONE STATE STREET · HARTFORD, CT · 06103
Phone
(860) 541-2653
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $99K | — |
| BRADLEY FOSTER & SARGENT INC | 06-1380515 | — | NONE | $79K | — |
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $21K | — |
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $7K | — |
| MARINER PLATFORM SOLUTIONS LLC | 84-3582920 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
Investments
26 direct securities · 14 pooled funds· $291.3M(99% of reported assets)
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.
Uncategorized
$185.1M
26 holdings
Common Collective Trust
$106.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth R6 Mutual fund | — | — | — | $25.0M | 8.5% | |
| Self-directed brokerage accounts | — | — | — | $23.1M | 7.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $21.7M | 7.4% | |
| T. Rowe Price Value Fund Mutual fund | — | — | — | $21.3M | 7.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $20.7M | 7.0% | |
| T. Rowe Price Equity Retirement Trust Mutual fund | — | — | — | $17.4M | 5.9% | |
| T. Rowe Price Small-Cap Stock Fund Mutual fund | — | — | — | $16.8M | 5.7% | |
| Vanguard Inst Index Mutual fund | — | — | — | $13.9M | 4.7% | |
| T. Rowe Price Core Fixed Income Retirement Mutual fund | — | — | — | $10.3M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $10.3M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $10.0M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.6M | 3.2% | |
| T. Rowe Price Spectrum Income Fund Mutual fund | — | — | — | $9.6M | 3.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.5M | 3.2% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual fund | — | — | — | $8.9M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.1M | 2.7% | |
| T. Rowe Price International Equity Retirement Mutual fund | — | — | — | $7.4M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.3M | 2.1% | |
| Dodge & Cox Intl Stock Mutual fund | — | — | — | $4.3M | 1.5% | |
| T. Rowe Price U.S. LTM DUR INFL Mutual fund | — | — | — | $3.9M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.3% | |
| T Rowe Price NC FI Retirement Mutual fund | — | — | — | $3.3M | 1.1% | |
| T. Rowe Price Mid-Cap Value Fund Mutual fund | — | — | — | $3.0M | 1.0% | |
| Blackrock Total Return Bond Mutual fund | — | — | — | $2.9M | 1.0% | |
| American Funds Europac GRW R6 Mutual fund | — | — | — | $2.7M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.9% | |
| Vanguard Total Bond Index Adm Mutual fund | — | — | — | $2.2M | 0.7% | |
| T. Rowe Price U.S. Treasury Long-Term IND Mutual fund | — | — | — | $1.8M | 0.6% | |
| Vanguard Extended Mkt Index Mutual fund | — | — | — | $1.8M | 0.6% | |
| T. Rowe Price Real Asset Trust Mutual fund | — | — | — | $1.7M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.6% | |
| American Century Small Cap Value R6 Mutual fund | — | — | — | $1.3M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.4% | |
| Participants Participant loans rates from 4.24% to 9.50% | — | — | — | $856K | 0.3% | |
| Vanguard TTL Int Stock Ind Adm Mutual fund | — | — | — | $631K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $590K | 0.2% | |
| T. Rowe Price U.S. Treasury Market Mutual fund | — | — | — | $500K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $295K | 0.1% | |
| Vanguard Inflation-Protected Securities Mutual fund | — | — | — | $276K | <0.1% | |
| T. Rowe Price U.S. Treasury Money Fund Mutual fund | — | — | — | $39K | <0.1% |