Bob Brahler signed Robertson Heating Supply Company of Ohio's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robertson Heating Supply Company of Ohio's EIN is 34-0660433.
Download the official 2024 Form 5500 (PDF) for Robertson Heating Supply Company of Ohio from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robertson Heating Supply Company of Ohio's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS LLC | 59-3331424 | — | ADVISOR | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $44.4M | 91.9% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.5M | 11.4% |
