Kristen J WICK signed Rocco Altobelli, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rocco Altobelli, Inc.'s EIN is 41-1226659.
Download the official 2024 Form 5500 (PDF) for Rocco Altobelli, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rocco Altobelli, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth R6 Mutual Fund | Other securities | — | — | $1.8M | 21.7% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $1.5M | 18.3% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $866K | 10.3% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $602K | 7.2% | |
| Guaranteed Income Fund Insurance General Account | Other securities | — | — | $454K | 5.4% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $432K | 5.2% | |
| American Funds Europacific Gr R6 Mutual Fund | Mutual Funds | — | — | $416K | 5.0% | |
| Nuveen International Equity Index R6 Mutual Fund | Common Collective Trusts | — | — | $329K | 3.9% | |
| PGIM Jennison Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $327K | 3.9% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $310K | 3.7% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $252K | 3.0% | |
| T. Rowe Price Mid-Cap Value I Mutual Fund | Other securities | — | — | $239K | 2.9% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $218K | 2.6% | |
| PGIM TIPS ENHANCED INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 675 | Pooled Separate Account | — | — | $186K | 2.2% | |
| Transamerica International Equity R6 Mutual Fund | Other securities | — | — | $178K | 2.1% | |
| Victory Trivalent Int'l Small-Cap R6 Mutual Fund | Other securities | — | — | $162K | 1.9% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| Participant Loans Participant Loans*** | Participant loans | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $444 | — |
