Michelle Guarino signed Roechling Industrial Cleveland's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roechling Industrial Cleveland's EIN is 26-1715912.
Download the official 2024 Form 5500 (PDF) for Roechling Industrial Cleveland from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roechling Industrial Cleveland's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES |
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.
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Target 2030 Fund | Other securities | — | — | $2.1M | 12.1% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.1M | 12.1% | |
| Principal Trust Target 2045 Fund | Other securities | — | — | $1.7M | 9.7% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 9.7% | |
| Principal Trust Target 2025 Fund | Other securities | — | — | $1.7M | 9.6% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 9.6% | |
| Principal Trust Target 2035 Fund | Other securities | — | — | $1.5M | 8.4% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 8.4% | |
| JP Morgan JP Morgan Large Cap Growth Fund | Other securities | — | — | $1.4M | 8.1% | |
| JP Morgan JP Morgan Equity Income Fund | Other securities | — | — | $876K | 5.1% | |
| Principal Trust Target 2050 Fund | Other securities | — | — | $669K | 3.9% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $669K | 3.9% | |
| American Funds American Funds New Perspective Fund | Mutual Funds | — | — | $620K | 3.6% | |
| Group Annuity Contract * Principal Fixed Income Guarantee Fund | Common Stocks | — | — | $572K | 3.3% | |
| JP Morgan JP Morgan U.S. Equity Fund | Other securities | — | — | $499K | 2.9% | |
| (Continued) * Principal Trust Target 2040 Fund | Common Collective Trusts | — | — | $468K | 2.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $468K | 2.7% | |
| s * Principal Core Fixed Income Fund | Pooled Separate Accounts | — | — | $442K | 2.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $442K | 2.5% | |
| Principal Trust Target 2055 Fund | Other securities | — | — | $406K | 2.3% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $406K | 2.3% | |
| Registered Investment Companies Allspring Special Mid Cap Value Fund | Other securities | — | — | $401K | 2.3% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $400K | 2.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $372K | 2.1% | |
| Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $365K | 2.1% | |
| T. Rowe Price T. Rowe Price Global Stock Fund | Other securities | — | — | $347K | 2.0% | |
| Principal Mid Cap Fund | Other securities | — | — | $304K | 1.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $304K | 1.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50%, due | Bonds / Notes | — | — | $291K | 1.7% | |
| Principal Trust Lifetime Income Fund | Other securities | — | — | $286K | 1.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $286K | 1.6% | |
| Principal Trust Target 2020 Fund | Other securities | — | — | $266K | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $266K | 1.5% | |
| MFS International Intrinsic Value Fund | Mutual Funds | — | — | $233K | 1.3% | |
| JP Morgan JP Morgan Undiscovered Managers Behavioral | Other securities | — | — | $183K | 1.1% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $182K | 1.0% | |
| Principal Trust Target 2060 Fund | Other securities | — | — | $179K | 1.0% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $179K | 1.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $160K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $125K | 0.7% | |
| * Principal Trust Target 2015 Fund | Common Collective Trusts | — | — | $123K | 0.7% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $123K | 0.7% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $95K | 0.5% | |
| MFS New Discovery Fund | Mutual Funds | — | — | $68K | 0.4% | |
| Principal Trust Target 2065 Fund | Other securities | — | — | $51K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $51K | 0.3% | |
| Value Fund MFS International Diversification Fund | Mutual Funds | — | — | $26K | 0.1% | |
| Principal Trust Target 2070 Fund | Other securities | — | — | $14K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | <0.1% | |
| First Eagle First Eagle Global Fund | Other securities | — | — | $7K | <0.1% |
