Kevin Schade signed Robinson Mechanical Contractors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robinson Mechanical Contractors, Inc.'s EIN is 43-1190791.
Download the official 2024 Form 5500 (PDF) for Robinson Mechanical Contractors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robinson Mechanical Contractors, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP INC. | 27-2037969 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF MISSOURI | — | COLUMBIA, MO | ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Bank of Missouri B O M AGGRESSIVE FUND | Other securities | — | — | $4.0M | 22.6% | |
| Bank of Missouri B O M GROWTH FUND | Other securities | — | — | $1.8M | 10.1% | |
| Fidelity FREEDOM INDEX 2030 INSTL PREM | Mutual Funds | — | — | $1.7M | 9.4% | |
| Fidelity FREEDOM INDEX 2020 INSTL PREM ** 410 Fidelity FREEDOM INDEX 2025 INSTL PREM | Mutual Funds | — | — | $1.3M | 7.5% | |
| Fidelity FREEDOM INDEX 2045 INSTL PREM | Mutual Funds | — | — | $1.3M | 7.3% | |
| Bank of Missouri B O M CONSERVATIVE FUND | Other securities | — | — | $1.2M | 6.7% | |
| Fidelity FREEDOM INDEX 2035 INSTL PREM | Mutual Funds | — | — | $971K | 5.5% | |
| Fidelity FREEDOM INDEX 2040 INSTL PREM | Mutual Funds | — | — | $855K | 4.8% | |
| Vanguard BALANCED INDEX ADM | Mutual Funds | — | — | $786K | 4.4% | |
| JP Morgan JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $597K | 3.4% | |
| Fidelity FREEDOM INDEX 2055 INSTL PREM | Mutual Funds | — | — | $251K | 1.4% | |
| Fidelity FREEDOM INDEX 2060 INSTL PREM | Mutual Funds | — | — | $197K | 1.1% | |
| Baron ASSET FUND CLASS R6 | Other securities | — | — | $196K | 1.1% | |
| DFA Investment Trust D F A US LARGE COMPANY | Mutual Funds | — | — | $190K | 1.1% | |
| Fidelity FREEDOM INDEX 2065 INSTL PREM | Mutual Funds | — | — | $183K | 1.0% | |
| DFA Investment Trust D F A US LARGE CAP VALUE | Mutual Funds | — | — | $150K | 0.8% | |
| Vanguard 500 INDEX ADM | Common Collective Trusts | — | — | $141K | 0.8% | |
| Fidelity FREEDOM INDEX 2050 INSTL PREM | Mutual Funds | — | — | $139K | 0.8% | |
| Vanguard SHORT TERM FEDERAL ADM | Mutual Funds | — | — | $122K | 0.7% | |
| DFA Investment Trust D F A EMERGING MARKETS CORE EQUITY 2 PORT | Mutual Funds | — | — | $117K | 0.7% | |
| Bank of Missouri B O M MODERATE FUND | Other securities | — | — | $116K | 0.7% | |
| Vanguard SMALL CAP GROWTH INDEX ADM | Mutual Funds | — | — | $103K | 0.6% | |
| DFA Investment Trust D F A U.S. TARGETED VALUE PORTFOLIO 1 | Mutual Funds | — | — | $92K | 0.5% | |
| Harbor Funds HARBOR MID CAP VALUE INSTL | Mutual Funds | — | — | $87K | 0.5% | |
| Dodge & Cox DODGE & COX INCOME | Mutual Funds | — | — | $72K | 0.4% | |
| DFA Investment Trust D F A INTERNATIONAL CORE EQTY 2 PORT | Mutual Funds | — | — | $66K | 0.4% | |
| DFA Investment Trust D F A INTERNTIONAL VALUE 1 | Mutual Funds | — | — | $58K | 0.3% | |
| DFA Investment Trust D F A REAL ESTATE SECURITIES | Mutual Funds | — | — | $32K | 0.2% | |
| PIMCO HIGH YIELD INSTL | Mutual Funds | — | — | $19K | 0.1% | |
| Bank of New York Mellon Corp BNY MELLON MIDCAP INDEX 1 | Common Stocks | — | — | $12K | <0.1% | |
| Vanguard TOTAL BOND MARKET INDEX ADM | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $5K | <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 |
|---|---|---|---|---|---|
| THE BANK OF MISSOURI | — | COLUMBIA, MO | TRUSTEE | $7K | — |
