Kelley King signed Rocky Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocky Brands, Inc.'s EIN is 31-1364046.
Download the official 2024 Form 5500 (PDF) for Rocky Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocky Brands, Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL INDEX FD Registered Investment Company | Mutual Funds | — | — | $4.3M | 10.4% | |
| VANGUARD GROWTH INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $3.8M | 9.2% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $3.1M | 7.6% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.5M | 6.2% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $2.4M | 5.9% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.1M | 5.1% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | Mutual Funds | — | — | $1.9M | 4.6% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $1.9M | 4.6% | |
| SCHWAB FDMTL US LG CO IDX Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 4.4% | |
| VANGUARD VALUE INDEX ADM Registered Investment Company | Mutual Funds | — | — | $1.5M | 3.6% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.4M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.4M | 3.4% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| DODGE & COX INCOME X Registered Investment Company | Mutual Funds | — | — | $1.3M | 3.1% | |
| MASSMUTUAL SLCT MID CAP GRTH I Registered Investment Company | Common Stocks | — | — | $1.1M | 2.8% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| SCHWAB TOTAL STK MARKET INDEX Registered Investment Company | Mutual Funds | — | — | $871K | 2.1% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $867K | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $804K | 2.0% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | Bonds / Notes | — | — | $766K | 1.9% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $745K | 1.8% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $737K | 1.8% | |
| VANGUARD SMALL CAP GRTH INDEX Registered Investment Company | Mutual Funds | — | — | $667K | 1.6% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $490K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM Registered Investment Company | Mutual Funds | — | — | $472K | 1.2% | |
| SCHWAB SMALL-CAP INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $440K | 1.1% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | Common Collective Trusts | — | — | $427K | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $304K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM Registered Investment Company | Mutual Funds | — | — | $276K | 0.7% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $143K | 0.3% | |
| VANGUARD FTSE ALL WORLD US Registered Investment Company | Mutual Funds | — | — | $77K | 0.2% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $54K | 0.1% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $53K | 0.1% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $78 |
| — |
