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Original filing (PDF)20251002205338NAL0000852689001
ROTORK CONTROLS, INC.
Form 5500
FILING_RECEIVED
ROTORK CONTROLS, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
95% in single holding
Active participants
40
Accounts w/ balance
—
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Registered investment companies" is 95% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROTORK CONTROLS, INC..
Plan sponsor
Name
ROTORK CONTROLS, INC.
EIN
11-2135246
Address
675 MILE CROSSING BLVD. · ROCHESTER, NY · 14624
Phone
(585) 247-2304
Industry
Manufacturingsee all
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
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
HARPER & PEARSON COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $20.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies | — | — | — | $19.2M | 94.4% | |
| Interest-bearing cash | — | — | — | $1.0M | 5.1% |
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