Sharon Connolly signed Roxboro Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roxboro Holdings, Inc.'s EIN is 13-3446380.
Download the official 2024 Form 5500 (PDF) for Roxboro Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roxboro Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | -$3K | — |
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 Contrafund | Mutual Funds | — | — | $6.1M | 17.9% | |
| Fidelity Spartan 500 Index Adv. Fund | Common Collective Trusts | — | — | $5.4M | 15.9% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $3.3M | 9.8% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.0M | 5.9% | |
| Fidelity Managed Inc. Portfolio Fund | Mutual Funds | — | — | $1.8M | 5.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.8M | 5.2% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.7M | 5.0% | |
| Columbia Dividend Income Z | Other securities | — | — | $1.6M | 4.8% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 4.1% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $1.4M | 4.1% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.2M | 3.5% | |
| Fidelity Spartan Extended Market Index Fund | Common Collective Trusts | — | — | $1.2M | 3.4% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $865K | 2.5% | |
| Fidelity Total Bond | Mutual Funds | — | — | $825K | 2.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $801K | 2.3% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $753K | 2.2% | |
| Fidelity AF Europac Growth R5 Fund | Mutual Funds | — | — | $659K | 1.9% | |
| MGL Small Cap Core Fund | Other securities | — | — | $571K | 1.7% | |
| MFS Mid Cap Value R4 | Mutual Funds | — | — | $521K | 1.5% | |
| Vanguard Total Bond Market Adm | Mutual Funds | — | — | $399K | 1.2% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $393K | 1.2% | |
| Vanguard Total International Stock Fund | Mutual Funds | — | — | $315K | 0.9% | |
| Participant Loans with maturity dates through 2030 | Participant loans | — | — | $302K | 0.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $231K | 0.7% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $113K | 0.3% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $71K | 0.2% | |
| Fidelity Freedom 2070 Fund 48 * Fidelity Freedom Income Fund | Mutual Funds | — | — | $67K | 0.2% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
