Karen Carroll signed Ross Controls' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ross Controls' EIN is 38-0985950.
Download the official 2024 Form 5500 (PDF) for Ross Controls from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ross Controls' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC |
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 | |||||
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company Investment contract - SAGIC Core Bond II Fund | Common Stocks | — | — | $6.3M | 17.8% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.6M | 10.2% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $3.5M | 10.0% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $3.2M | 9.0% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.6M | 7.4% | |
| JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $2.3M | 6.6% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.6M | 4.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $1.4M | 4.1% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.3M | 3.7% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $1.3M | 3.6% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.3% | |
| Metropolitan West Total Return Bond Fund Class I | Other securities | — | — | $1.1M | 3.2% | |
| Victory Sycamore Established Value Fund Class I | Other securities | — | — | $990K | 2.8% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $823K | 2.3% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $771K | 2.2% | |
| Vanguard GNMA Fund Admiral | Agency / Mortgage-Backed | — | — | $663K | 1.9% | |
| American Century Equity Income Fund R6 Class | Other securities | — | — | $654K | 1.9% | |
| Empower Trust Company, LLC AB Discovery Value Fund Class Z | Common Stocks | — | — | $478K | 1.4% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | Other securities | — | — | $370K | 1.0% | |
| Vanguard Developed Markets Index Fund Admiral | Common Collective Trusts | — | — | $281K | 0.8% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $237K | 0.7% | |
| Principal High Yield Fund Institutional Class | Other securities | — | — | $209K | 0.6% | |
| PGIM Global Total Return Fund - Class R6 | Other securities | — | — | $156K | 0.4% | |
| American Funds Small-Cap World Fund Class R6 | Mutual Funds | — | — | $136K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2065 FUND CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $89K | 0.3% | |
| percent to 10.50 percent - | Other securities | — | — | $61K | 0.2% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BLOOMFIELD HILLS, MI |
| INVESTMENT ADVISOR |
| $34K |
| — |
