Jay Jolliffe signed Roush Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roush Industries, Inc.'s EIN is 38-2080919.
Download the official 2024 Form 5500 (PDF) for Roush Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roush Industries, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $235K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | CONSULTANT | $65K | — |
| GRANT THORNTON 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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND TR-B 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $43.0M | $42.3M | 11.5% | |
| T ROWE PRICE RET BLEND TR-B 2035 T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $36.4M | 9.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $32.5M | 8.9% | |
| T ROWE PRICE RET BLEND TR-B 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $27.1M | 7.4% | |
| T ROWE PRICE RET BLEND TR-B 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $24.1M | 6.6% | |
| T ROWE PRICE RET BLEND TR-B 2045 T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $22.6M | 6.2% | |
| T ROWE PRICE RET BLEND TR-B 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $21.8M | 5.9% | |
| T ROWE PRICE RET BLEND TR-B 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $19.6M | 5.3% | |
| AB US LARGE CAP GROWTH CIT CLASS G GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $17.7M | 4.8% | |
| T ROWE PRICE RET BLEND TR-B 2060 T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $13.7M | 3.7% | |
| Fidelity Total Bond | Mutual Funds | — | — | $12.9M | 3.5% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $11.3M | 3.1% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $9.8M | 2.7% | |
| T ROWE PRICE RET BLEND TR-B 2020 T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.2M | 2.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $7.8M | 2.1% | |
| Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $6.9M | 1.9% | |
| Participants Participant notes receivable (bearing interest at rates ranging from 4.25% to 9.5% maturing through 2034) | Bonds / Notes | — | — | $6.1M | 1.7% | |
| American Funds American Century Small Cap Value Fund | Mutual Funds | — | — | $5.7M | 1.5% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $5.6M | 1.5% | |
| Fidelity International Index Institutional Fund | Mutual Funds | — | — | $5.3M | 1.5% | |
| American Funds American Europacific Growth Fund | Mutual Funds | — | — | $5.3M | 1.4% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $4.9M | 1.3% | |
| John Hancock John Hancock Disciplined Value Fund | Other securities | — | — | $3.3M | 0.9% | |
| JP Morgan JP Morgan Mid Cap Growth Fund | Other securities | — | — | $3.2M | 0.9% | |
| DFA Emerging Markets | Mutual Funds | — | — | $3.1M | 0.8% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $3.0M | 0.8% | |
| T ROWE PRICE RET BLEND TR-B 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.7% | |
| Pioneer Strategic Income Fund | Other securities | — | — | $2.4M | 0.6% | |
| T ROWE PRICE RET BLEND TR-B 2010 T. ROWE PRICE TRUST COMPANY · EIN 32-6199975 / PN 001 | Common Collective Trust | — | — | $725K | 0.2% | |
| T. ROWE PRICE BALANCED TRUST F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $371K | 0.1% | |
| T ROWE PRICE RET BLEND TR-B 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $324K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $4K | $4K | <0.1% | |
| T ROWE PRICE RET BLEND TR-B 2065 T. ROWE PRICE TRUST COMPANY · EIN 48-1055266 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| T. ROWE PRICE 2015 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2025 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2060 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2055 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2045 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2035 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2030 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2020 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2005 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE 2010 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | 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.
| — |
| SOUTHFIELD, MI |
| CONSULTANT |
| $24K |
| — |
