Original filing (PDF)20251010091144NAL0004092227001

Rohde & Schwarz USA, Inc.

Name: Rohde & Schwarz USA, Inc. — Rohde & Schwarz, Inc., Form 5500 (2024)
Creator: Rohde & Schwarz USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Rohde & Schwarz, Inc. Savings Plan

401(k) retirement plan · Rohde & Schwarz USA, Inc.'s Rohde & Schwarz, Inc. Savings Plan held $210.7M in plan assets for 737 participants in 2024, with Vanguard as recordkeeper.

Active participants

737

Accounts w/ balance

966

Plan assets (EOY)

$210.7M

Net assets (EOY)

$210.7M

How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ROHDE & SCHWARZ USA, INC.

EIN

11-2485528all filings

Address

6821 BENJAMIN FRANKLIN DRIVE · COLUMBIA, MD · 21046

Phone

(410) 910-7826

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

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
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$23K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH, INC.	—	JERSEY CITY, NJ	NONE	$2K	—

Investments

43 direct securities· $210.3M(100% of reported assets)

Mutual Funds

$148.9M

33 holdings

Common Collective Trusts

$39.4M

3 holdings

Other securities

$21.0M

6 holdings

Participant loans

$1.0M

1 holding

					% of plan
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$28.5M	13.5%
Vanguard Target Retirement 2030 Fund Vanguard 0	Mutual Funds	—	—	$17.4M	8.3%
T. Rowe Price Blue Chip Growth I T. Rowe Price 0	Other securities	—	—	$15.4M	7.3%
Vanguard Target Retirement 2025 Fund Vanguard 0	Mutual Funds	—	—	$14.1M	6.7%
Vanguard Target Retirement 2035 Fund Vanguard 0	Mutual Funds	—	—	$13.9M	6.6%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$12.7M	6.0%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$12.3M	5.8%
Vanguard Total Stock Market Index Adm Vanguard 0	Common Collective Trusts	—	—	$9.7M	4.6%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Mutual Funds	—	—	$8.3M	3.9%
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$7.3M	3.5%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$6.6M	3.1%
Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$6.5M	3.1%
Vanguard Dividend Growth Inv Vanguard 0	Mutual Funds	—	—	$5.9M	2.8%
Vanguard Target Retirement 2055 Fund Vanguard 0	Mutual Funds	—	—	$4.9M	2.3%
Vanguard Target Retirement 2060 Fund Vanguard 0	Mutual Funds	—	—	$3.6M	1.7%
Vanguard Value Index Adm Vanguard 0	Mutual Funds	—	—	$3.5M	1.6%
Vanguard International Growth Adm Vanguard 0	Mutual Funds	—	—	$3.3M	1.6%
Vanguard Target Retirement 2020 Fund Vanguard 0	Mutual Funds	—	—	$3.1M	1.5%
American Funds American Mutual R6 American Funds 0	Mutual Funds	—	—	$2.7M	1.3%
Vanguard Total Bond Market Index Adm Vanguard 0	Mutual Funds	—	—	$2.2M	1.1%
PIMCO Income Instl PIMCO 0	Mutual Funds	—	—	$2.1M	1.0%
Vanguard Selected Value Inv Vanguard 0	Mutual Funds	—	—	$2.0M	1.0%
Vanguard FTSE Social Index Adm Vanguard 0	Mutual Funds	—	—	$2.0M	0.9%
BlackRock Global Allocation Instl BlackRock 0	Other securities	—	—	$1.9M	0.9%
T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0	Other securities	—	—	$1.8M	0.9%
Fidelity Advisor Total Bond Z Fidelity 0	Mutual Funds	—	—	$1.6M	0.8%
American Funds Intl Gr & Inc R6 American Funds 0	Mutual Funds	—	—	$1.6M	0.8%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$1.5M	0.7%
Vanguard Target Retirement 2065 Fund Vanguard 0	Mutual Funds	—	—	$1.5M	0.7%
DFA U.S. Small Cap Value Portfolio I DFA 0	Mutual Funds	—	—	$1.4M	0.7%
Vanguard Short-Term Bond Index Adm Vanguard 0	Mutual Funds	—	—	$1.3M	0.6%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$1.3M	0.6%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Common Collective Trusts	—	—	$1.2M	0.6%
T. Rowe Price Spect Mod Grw Alloc I T. Rowe Price 0	Other securities	—	—	$1.1M	0.5%
Vanguard Real Estate Index Adm Vanguard 0	Mutual Funds	—	—	$1.1M	0.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$1.0M	0.5%
Vanguard Total World Stock Index Adm Vanguard 0	Mutual Funds	—	—	$908K	0.4%
Vanguard Target Retirement 2070 Fund Vanguard 0	Mutual Funds	—	—	$774K	0.4%
Vanguard Target Retirement Income Fund Vanguard 0	Mutual Funds	—	—	$715K	0.3%
Vanguard Interm-Term Treasury Adm Vanguard 0	Mutual Funds	—	—	$633K	0.3%
BlackRock Strategic Global Bond Instl BlackRock 0	Other securities	—	—	$514K	0.2%
T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0	Other securities	—	—	$194K	<0.1%
Fidelity Intl Sustainability Index Fidelity 0	Mutual Funds	—	—	$119K	<0.1%