Tom Ingman signed American Roller Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Roller Company, LLC's EIN is 20-0406363.
Download the official 2024 Form 5500 (PDF) for American Roller Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Roller Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | ADVISOR | $29K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $10 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Mutual funds a | Mutual Funds | — | — | $6.9M | 21.3% | |
| T Rowe Price Retirement 2020 Mutual funds a | Mutual Funds | — | — | $3.6M | 11.0% | |
| Fidelity 500 Index Mutual funds a | Common Collective Trusts | — | — | $3.2M | 10.0% | |
| T Rowe Price Blue Chip Growth Mutual funds a | Mutual Funds | — | — | $2.3M | 7.0% | |
| T Rowe Price Retirement 2025 Mutual funds a | Mutual Funds | — | — | $2.2M | 6.9% | |
| Fidelity Mid Cap Index Mutual funds a | Mutual Funds | — | — | $1.9M | 6.0% | |
| T Rowe Price Retirement 2040 Mutual funds a | Mutual Funds | — | — | $1.6M | 4.9% | |
| GALLIARD STABLE RETURN C SEI · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.5M | 4.7% | |
| Galliard Stable Return Fund Collective trust funds a | Common Collective Trusts | — | — | $1.5M | 4.7% | |
| Columbia Dividend Income Mutual funds a | Other securities | — | — | $1.2M | 3.6% | |
| T Rowe Price Retirement 2005 Mutual funds a | Mutual Funds | — | — | $981K | 3.0% | |
| T Rowe Price Retirement 2035 Mutual funds a | Mutual Funds | — | — | $917K | 2.8% | |
| Dodge & Cox Income Mutual funds a | Mutual Funds | — | — | $811K | 2.5% | |
| T Rowe Price Retirement 2050 Mutual funds a | Mutual Funds | — | — | $683K | 2.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $607K | 1.9% | |
| December 2029 - | Other securities | — | — | $607K | 1.9% | |
| Franklin Small Cap Growth Mutual funds a | Mutual Funds | — | — | $594K | 1.8% | |
| T Rowe Price Retirement 2055 Mutual funds a | Mutual Funds | — | — | $558K | 1.7% | |
| T Rowe Price Retirement 2045 Mutual funds a | Mutual Funds | — | — | $496K | 1.5% | |
| Charles Schwab Participant self-directed a | Self-Directed Brokerage | — | — | $483K | 1.5% | |
| T Rowe Price Overseas Stock Mutual funds a | Mutual Funds | — | — | $446K | 1.4% | |
| T Rowe Price Retirement 2060 Mutual funds a | Mutual Funds | — | — | $276K | 0.9% | |
| Cohen & Steers Real Estate Securities Mutual funds a | Other securities | — | — | $275K | 0.9% | |
| Victory Integrity Small-Cap Value Mutual funds a | Other securities | — | — | $241K | 0.7% | |
| Vanguard Small Cap Index Admiral Mutual funds a | Mutual Funds | — | — | $186K | 0.6% | |
| Morley Stable Val Fund Class 25 I | Other securities | — | — | $121K | 0.4% | |
| MORLEY STABLE VAL FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $121K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $102K | 0.3% | |
| T Rowe Price Retirement 2015 Mutual funds a | Mutual Funds | — | — | $71K | 0.2% | |
| JP Morgan Emerging Markets Equity Mutual funds a | Other securities | — | — | $48K | 0.1% | |
| JPMorgan Emerging Mkts Eq R6 | Other securities | — | — | $48K | 0.1% | |
| T Rowe Price Retirement 2010 Mutual funds a | Mutual Funds | — | — | $25K | <0.1% | |
| JP Morgan Income Mutual funds a | Other securities | — | — | $20K | <0.1% | |
| JPMorgan Inc R6 | Common Stocks | — | — | $20K | <0.1% | |
| T Rowe Price Retirement Balanced Mutual funds a | Mutual Funds | — | — | $14K | <0.1% |
