Kimberly Martinez signed Robert Bosch LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert Bosch LLC's EIN is 36-2903176.
Download the official 2024 Form 5500 (PDF) for Robert Bosch LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert Bosch LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $1.8M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.7M | — |
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 | |||||
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Common/Collective Interest Held in Master Trust | Master Trust Interest | — | — | $4.5B | 99.1% | |
| ROBERT BOSCH DC RETIREMENT PLAN TR ROBERT BOSCH LLC · EIN 30-0988910 / PN 101 | Master Trust | — | — | $4.5B | 99.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $39.2M | 0.9% | |
| State Street Target Retirement 2040 | Other securities | — | — | $1.6M | <0.1% | |
| State Street Target Retirement Income | Other securities | — | — | $1.6M | <0.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $1.4M | <0.1% | |
| State Street Target Retirement 2035 | Other securities | — | — | $763K | <0.1% | |
| State Street Target Retirement 2030 | Other securities | — | — | $573K | <0.1% | |
| State Street Target Retirement 2060 | Other securities | — | — | $340K | <0.1% | |
| Northern Trust R1000 Growth Index NL | Other securities | — | — | $326K | <0.1% | |
| State Street Target Retirement 2025 | Other securities | — | — | $289K | <0.1% | |
| State Street Target Retirement 2045 | Other securities | — | — | $279K | <0.1% | |
| Northern Trust S&P 500 Index | Common Collective Trusts | — | — | $221K | <0.1% | |
| Fidelity Management Trust Company Self-directed brokerage account | Self-Directed Brokerage | — | — | $219K | <0.1% | |
| Prudential Core Plus Bond | Other securities | — | — | $182K | <0.1% | |
| State Street Target Retirement 2055 | Other securities | — | — | $133K | <0.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.5 percent - | Other securities | — | — | $131K | <0.1% | |
| State Street Target Retirement 2065 | Other securities | — | — | $103K | <0.1% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $100K | <0.1% | |
| Northern Trust Aggregate Bond Index | Other securities | — | — | $77K | <0.1% | |
| State Street Target Retirement 2020 | Other securities | — | — | $65K | <0.1% | |
| State Street Target Retirement 2050 | Other securities | — | — | $50K | <0.1% | |
| State Street Target Retirement 2065 | Other securities | — | — | $20K | <0.1% | |
| Northern Trust Collective EAFE Index | Common Collective Trusts | — | — | $14K | <0.1% | |
| Northern Trust Extended Equity Market Index | Other securities | — | — | $13K | <0.1% | |
| State Street Real Asset | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
