Denise Lofquist signed EMMI ROTH USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EMMI ROTH USA, Inc.'s EIN is 39-1666423.
Download the official 2024 Form 5500 (PDF) for EMMI ROTH USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EMMI ROTH USA, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
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 | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Collective Trust Funds T. Rowe Price Retirement 2030 Fund Trust Class K N/R | Common Collective Trusts | — | — | $3.3M | 11.0% | |
| TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.3M | 11.0% | |
| TRP BLUE CHIP GR T6 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $3.0M | 10.1% | |
| T. Rowe Price Retirement 2045 Fund Trust Class K N/R | Other securities | — | — | $2.8M | 9.4% | |
| TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.8M | 9.4% | |
| T. Rowe Price Retirement 2050 Fund Trust Class K N/R | Other securities | — | — | $2.8M | 9.3% | |
| TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.8M | 9.3% | |
| T. Rowe Price Retirement 2040 Fund Trust Class K N/R | Other securities | — | — | $2.6M | 8.6% | |
| TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.6% | |
| T. Rowe Price Retirement 2025 Fund Trust Class K N/R | Other securities | — | — | $2.6M | 8.5% | |
| TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.5% | |
| T. Rowe Price Retirement 2035 Fund Trust Class K N/R | Other securities | — | — | $2.1M | 6.9% | |
| TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.9% | |
| Columbia Dividend Income Inst Fund N/R | Other securities | — | — | $1.9M | 6.3% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $1.9M | 6.3% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.8M | 6.0% | |
| T. Rowe Price Small Cap Value Fund N/R | Other securities | — | — | $1.2M | 3.9% | |
| T. Rowe Price Retirement 2055 Fund Trust Class K N/R | Other securities | — | — | $900K | 3.0% | |
| TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $900K | 3.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $879K | 2.9% | |
| T. Rowe Price Retirement 2060 Fund Trust Class K N/R | Other securities | — | — | $872K | 2.9% | |
| TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $872K | 2.9% | |
| Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $810K | 2.7% | |
| Money Market Fund * Fidelity Government Money Market Fund N/R 359 * Participant Loans Interest Rates: 4.25% - 9.50% $0 | Mutual Funds | — | — | $538K | 1.8% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $491K | 1.6% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $402K | 1.3% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $348K | 1.2% | |
| T. Rowe Price Retirement 2020 Fund Trust Class K N/R | Other securities | — | — | $304K | 1.0% | |
| TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $304K | 1.0% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $219K | 0.7% | |
| T. Rowe Price Retirement 2065 Fund Trust Class K N/R | Other securities | — | — | $185K | 0.6% | |
| TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $185K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund Trust Class K N/R | Other securities | — | — | $42K | 0.1% | |
| TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $42K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund Trust Class K N/R | Other securities | — | — | $9K | <0.1% | |
| TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
