Katie Lockhart signed Rogers Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rogers Group, Inc.'s EIN is 35-1418333.
Download the official 2024 Form 5500 (PDF) for Rogers Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rogers Group, Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAFT CPAS PLLC | 62-0713250 | — | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | Common Collective Trusts | — | — | $45.4M | 22.0% | |
| Federated Hermes Treasury Obligations Fund | Other securities | — | — | $31.5M | 15.3% | |
| Vanguard Value Index Fund Institutional Shares | Common Collective Trusts | — | — | $26.1M | 12.7% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $22.5M | 10.9% | |
| Vanguard Intermediate-Term Bond Index Fund Institutional Shares | Common Collective Trusts | — | — | $20.8M | 10.1% | |
| Vanguard Small-Cap Growth Index Fund Institutional Shares | Common Collective Trusts | — | — | $8.5M | 4.1% | |
| Invesco Equity and Income Fund Class R-6 | Mutual Funds | — | — | $8.0M | 3.9% | |
| Vanguard Small-Cap Value Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.1M | 3.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $6.3M | 3.0% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.8M | 2.8% | |
| through 2029; secured by participant account balance -0- | Other securities | — | — | $5.5M | 2.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.2M | 2.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $3.9M | 1.9% | |
| American Funds Europacific Growth Fund Class R-5 | Mutual Funds | — | — | $2.6M | 1.3% | |
| American Funds New World Fund Class R-5 | Mutual Funds | — | — | $2.1M | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.0M | 1.0% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $96K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $57K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
