SUE Lyons signed Rockpoint Partners Management US Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockpoint Partners Management US Inc.'s EIN is 27-0838117.
Download the official 2024 Form 5500 (PDF) for Rockpoint Partners Management US Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockpoint Partners Management US Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $387K | 67.7% |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | $139K | 24.3% |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | $46K | 8.0% |
