Chris Gregg signed Robinson, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robinson, Inc.'s EIN is 39-1212475.
Download the official 2023 Form 5500 (PDF) for Robinson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Robinson, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $83K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Lifetime 2030 Fund | Mutual Funds | — | — | $5.9M | 15.5% | |
| MFS Lifetime 2045 Fund | Mutual Funds | — | — | $5.5M | 14.6% | |
| MFS Lifetime 2035 Fund | Mutual Funds | — | — | $5.4M | 14.3% | |
| MFS Lifetime 2050 Fund | Mutual Funds | — | — | $4.3M | 11.4% | |
| MFS Lifetime 2060 Fund | Mutual Funds | — | — | $3.8M | 10.0% | |
| MFS Lifetime 2055 Fund | Mutual Funds | — | — | $3.3M | 8.9% | |
| MFS Lifetime 2040 Fund | Mutual Funds | — | — | $3.2M | 8.4% | |
| MFS Lifetime Retirement Income Fund | Mutual Funds | — | — | $1.1M | 2.8% | |
| MFS Lifetime 2025 Fund | Mutual Funds | — | — | $931K | 2.5% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | $538K | $704K | 1.9% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $536K | 1.4% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $501K | 1.3% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $359K | 1.0% | |
| Janus Henderson Balanced Fund I | Mutual Funds | — | — | $325K | 0.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $307K | 0.8% | |
| Pioneer Equity Income Fund Class Y | Other securities | — | — | $234K | 0.6% | |
| Invesco Oppenheimer International Growth Fund R6 | Mutual Funds | — | — | $130K | 0.3% | |
| Columbia Overseas Value Fund | Other securities | — | — | $108K | 0.3% | |
| Gateway Y Gateway Y | Other securities | — | $97K | $107K | 0.3% | |
| Nuveen Real Estate Securities Fund Class A | Mutual Funds | — | — | $106K | 0.3% | |
| Western Asset Core Plus Bond Fund | Other securities | — | — | $97K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | $84K | $91K | 0.2% | |
| Calamos Market Neutral Fund Class A | Other securities | — | — | $85K | 0.2% | |
| VALUE Participant Loans Master Participant Loan - Interest rate range 4.25% - 9.50% Master Participant Loan | Bonds / Notes | — | $81K | $81K | 0.2% | |
| AQR Risk-Balanced Commodities Fund | Other securities | — | — | $62K | 0.2% | |
| Virtus Vontobel Emerging Markets Opportunities Fund | Other securities | — | — | $61K | 0.2% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $58K | 0.2% | |
| Neuberger Berman Genesis Institutional | Other securities | — | — | $57K | 0.2% | |
| Templeton Global Bond Advantage 208 Thornburg Limited Term Income Fund Class R5 | Mutual Funds | — | — | $54K | 0.1% | |
| RELIANCE TRUST METLIFE GAC SERIES RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $53K | 0.1% | |
| Vanguard Strategic Small Cap Equity Fund | Mutual Funds | — | — | $42K | 0.1% | |
| AllianceBernstein High Income Fund Class I | Other securities | — | — | $36K | <0.1% | |
| Virtus Convertible Fund Institutional Class | Other securities | — | — | $32K | <0.1% | |
| AllianceBernstein Global Bond Fund Class I | Other securities | — | — | $19K | <0.1% | |
| Vanguard Intermediate-Term Bond Index | Mutual Funds | — | — | $9K | <0.1% | |
| ONEAMERICA STABLE VALUE Z BMO HARRIS BANK, N.A · EIN 39-6490536 / 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.
| NONE |
| $0 |
| — |
