Brian Caffrey signed Rowmark, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rowmark, LLC's EIN is 20-5966443.
Download the official 2024 Form 5500 (PDF) for Rowmark, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rowmark, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| American Century Ultra R6 American Century 0 | Other securities | — | — | $4.0M | 19.1% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $2.7M | 12.9% | |
| AMERICAN CENTURY ONE CHOICE RET 50 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.2M | 10.8% | |
| Columbia Large Cap Value I3 Columbia 0 | Other securities | — | — | $1.8M | 8.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $1.3M | 6.3% | |
| AMERICAN CENTURY ONE CHOICE RET 60 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| AMERICAN CENTURY ONE CHOICE RET 40 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.9% | |
| AMERICAN CENTURY ONE CHOICE RET 25 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $825K | 4.0% | |
| AB Small Cap Growth Portfolio Z AB Small cap 0 | Other securities | — | — | $771K | 3.7% | |
| JHancock Bond R6 John Hancock 0 | Other securities | — | — | $635K | 3.1% | |
| AMERICAN CENTURY ONE CHOICE RET 45 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $577K | 2.8% | |
| AMERICAN CENTURY ONE CHOICE RET 55 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $511K | 2.5% | |
| AMERICAN CENTURY ONE CHOICE RET 30 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $484K | 2.3% | |
| AMERICAN CENTURY ONE CHOICE RET 35 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $343K | 1.7% | |
| Columbia Small Cap Value II I3 Columbia 0 | Other securities | — | — | $335K | 1.6% | |
| METLIFE GAC SERIES 25053 CLASS EQ METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $291K | 1.4% | |
| T. Rowe Price Mid-Cap Value I T. Rowe Price 0 | Other securities | — | — | $289K | 1.4% | |
| DFA Intrmd Govt Fixed Income Port I DFA 0 | Mutual Funds | — | — | $222K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $222K | 1.1% | |
| AMERICAN CENTURY ONE CHOICE RET INC GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $218K | 1.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $201K | 1.0% | |
| Invesco International Bond Y Invesco 0 | Mutual Funds | — | — | $178K | 0.9% | |
| American Funds Capital Inc Bldr R6 American Funds 0 | Mutual Funds | — | — | $149K | 0.7% | |
| Baron Asset Fund Baron 0 | Other securities | — | — | $138K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $92K | 0.4% | |
| AMERICAN CENTURY ONE CHOICE RET 65 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $76K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $68K | 0.3% | |
| PIMCO Income Instl PIMCO 0 740 Vanguard Cash Reserves Federal MM Adm Vanguard 0 | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CBIZ BENEFITS AND INSURANCE SERVICE |
| — |
| HOUSTON, TX |
| THIRD PARTY ADMINISTRATOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS. | — | SYLVANIA, OH | NONE | $3K | — |
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | SERVICE PROVIDER | $0 | — |
