Danielle Robillard signed Aakron RULE Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aakron RULE Corporation's EIN is 16-0919851.
Download the official 2024 Form 5500 (PDF) for Aakron RULE Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aakron RULE Corporation's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORKEEPER | $8K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $418 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.3M | 36.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.8M | 28.6% | |
| INDEXSELECT MODERATE 2045 FUND CL GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $568K | 9.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $448K | 7.3% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $261K | 4.3% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $89K | 1.5% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $57K | 0.9% | |
| Capital Group / American Funds American Funds New World R6 | Mutual Funds | — | — | $48K | 0.8% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $42K | 0.7% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $33K | 0.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $28K | 0.5% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $28K | 0.5% | |
| Victory Capital Victory Income R6 | Other securities | — | — | $25K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $18K | 0.3% | |
| Capital Group / American Funds American Funds Capital Inc Bldr R6 | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Investments Fidelity Diversified Intl K6 | Mutual Funds | — | — | $12K | 0.2% | |
| Federated Hermes Federated Hermes Govt Obl Advisor | Other securities | — | — | $12K | 0.2% | |
| STATE ST REIT INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $12K | 0.2% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $11K | 0.2% | |
| PGIM / Prudential PGIM High-Yield R6 | Other securities | — | — | $11K | 0.2% | |
| Capital Group / American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $11K | 0.2% | |
| J.P. Morgan Investment Mgmt JPMorgan US Equity R6 | Other securities | — | — | $9K | 0.1% | |
| STATE ST US INFL PROTCT BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $9K | 0.1% | |
| PGIM / Jennison PGIM Jennison Mid Cap Growth R6 | Other securities | — | — | $8K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $6K | 0.1% | |
| Fidelity Investments Fidelity Nasdaq Composite Index | Mutual Funds | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $3K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $500 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $324 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC |
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP LLC | — | SOUDERTON, PA | CONTRACT ADMIN | $4K | — |
