Vicki J. Jones signed Robertson-CECO II Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robertson-CECO II Corporation's EIN is 36-3479146.
Download the official 2024 Form 5500 (PDF) for Robertson-CECO II Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robertson-CECO II Corporation's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-3532603 | — | NONE | $484K | — |
| FIDELITY INSTITUTIONAL ASSET MANAGE | 20-2159373 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 103 | Common Collective Trust | — | $12.0M | $11.8M | 40.5% | |
| 8-10 YEAR CORPORATE BOND FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $3.2M | $3.2M | 11.1% | |
| Fidelity Total International Index | Mutual Funds | — | $2.0M | $2.1M | 7.1% | |
| LONG U.S. TREASURY STRIPS FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 120 | Common Collective Trust | — | $2.1M | $1.9M | 6.5% | |
| Fidelity 500 Index Fund Advantage | Common Collective Trusts | — | $1.4M | $1.8M | 6.0% | |
| American Funds Europacific Growth | Mutual Funds | — | $1.8M | $1.8M | 6.0% | |
| MFS Value Fund R4 | Mutual Funds | — | $1.7M | $1.7M | 5.8% | |
| LARGE CAP GROWTH TRUST T.ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | $1.2M | $1.5M | 5.1% | |
| Cohen & Steers Global Realty | Other securities | — | $1.4M | $1.4M | 4.7% | |
| Victory Small Company Opportunity | Common Stocks | — | $859K | $833K | 2.8% | |
| Hood River Small Cap Growth Retirement | Other securities | — | $452K | $549K | 1.9% | |
| Gabelli US Treasury Money Market AAA | U.S. Treasuries | — | $301K | $301K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FOLEY & LARDNER LLP |
| — |
| DALLAS, TX |
| NONE |
| $235K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | NONE | $77K | — |
| COOK STREET CONSULTING, INC. | 84-0854432 | — | NONE | $39K | — |
