Robert Lindwall signed Rockford Toolcraft, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockford Toolcraft, Inc.'s EIN is 36-2770957.
Download the official 2024 Form 5500 (PDF) for Rockford Toolcraft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockford Toolcraft, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $46K | — |
| ONEAMERICA INVESTMENT ADVISORY SVCS | 81-3920167 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund X | Mutual Funds | — | $5.1M | $5.4M | 21.0% | |
| Fidelity Advisor Growth Opportunities Z | Mutual Funds | — | $2.8M | $3.8M | 15.0% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | $2.9M | $3.5M | 13.6% | |
| Fidelity Small Cap Index Instl Prem | Mutual Funds | — | $2.3M | $2.5M | 9.7% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | $2.1M | $2.4M | 9.4% | |
| Transamerica Multi-Managed Balanced R6 | Other securities | — | $1.1M | $1.2M | 4.7% | |
| TCW MetWest Total Return Bd I | Other securities | — | $1.2M | $1.2M | 4.5% | |
| ONEAMERICA STABLE VALUE FUND Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $844K | 3.3% | |
| T. Rowe Price Retirement 2050 Fund I | Other securities | — | $764K | $823K | 3.2% | |
| T. Rowe Price Retirement 2030 Fund I | Other securities | — | $698K | $729K | 2.9% | |
| T. Rowe Price Retirement 2040 Fund I | Other securities | — | $555K | $592K | 2.3% | |
| BlackRock Emerging Markets Fund Cl Instl | Other securities | — | $571K | $554K | 2.2% | |
| Morgan Stanley Inst Intl Advtg I | Other securities | — | $456K | $483K | 1.9% | |
| T. Rowe Price Retirement 2035 Fund I | Other securities | — | $260K | $276K | 1.1% | |
| Vanguard Wellesley Income Admiral | Mutual Funds | — | $276K | $274K | 1.1% | |
| T. Rowe Price Retirement 2055 Fund I | Other securities | — | $197K | $211K | 0.8% | |
| Master Participant Loan - Interest rate range 4.25% - 9.50% | Bonds / Notes | — | — | $201K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund I | Other securities | — | $158K | $166K | 0.6% | |
| T. Rowe Price Retirement 2045 Fund I | Other securities | — | $138K | $147K | 0.6% | |
| T. Rowe Price Retirement 2025 Fund I | Other securities | — | $139K | $143K | 0.6% | |
| T. Rowe Price Retirement 2060 Fund I | Other securities | — | $68K | $73K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund I | Other securities | — | $68K | $70K | 0.3% | |
| T. Rowe Price Retirement 2010 Fund I | Other securities | — | $16K | $17K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 42-0714325 |
| — |
| NONE |
| $42K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
