Joseph Arcara signed Roechling Medical Rochester, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roechling Medical Rochester, L.P.'s EIN is 45-5284944.
Download the official 2024 Form 5500 (PDF) for Roechling Medical Rochester, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roechling Medical Rochester, L.P.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $92K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHORE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies T Rowe Price T Rowe Price BL Chip Gr I Fund | Mutual Funds | — | — | $2.2M | 8.8% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 7.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 6.9% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 6.7% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 6.4% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.5M | 5.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.3M | 5.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.3M | 5.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.2M | 4.6% | |
| JP Morgan US Equity Fund | Other securities | — | — | $1.0M | 4.1% | |
| American Funds Am Fds New Persp R6 Fund | Mutual Funds | — | — | $822K | 3.3% | |
| Wells Fargo Allspring Sp Md Cp Val R6 Fund | Other securities | — | — | $735K | 2.9% | |
| Insurance Company General * Principal Life Insurance Company Prin Fixed Inc. Guar Option | Common Stocks | — | — | $735K | 2.9% | |
| JP Morgan Equity Income R6 Fund | Other securities | — | — | $701K | 2.8% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $600K | 2.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $470K | 1.9% | |
| MFS Investment Management MFS International Intrinsic Value R6 Fund | Mutual Funds | — | — | $420K | 1.7% | |
| Participants Loans * Participants With interest rates ranging from 4.25% to 6.50% | Bonds / Notes | — | — | $418K | 1.7% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $402K | 1.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $383K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $308K | 1.2% | |
| JP Morgan Undisc Mgrs Behav Value R6 Fund | Other securities | — | — | $306K | 1.2% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $270K | 1.1% | |
| T Rowe Price T Rowe Price GL Stock I Fund | Mutual Funds | — | — | $229K | 0.9% | |
| American Funds Am Fds Infla Linked BD R6 Fund | Mutual Funds | — | — | $214K | 0.9% | |
| Fidelity Adv Strat Inc I Fund | Mutual Funds | — | — | $213K | 0.8% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $205K | 0.8% | |
| American Funds Am Fds Grwth and Inc Port R6 | Mutual Funds | — | — | $169K | 0.7% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $162K | 0.6% | |
| MFS Investment Management MFS International Diversification R6 Fund | Mutual Funds | — | — | $118K | 0.5% | |
| Vanguard Int-Tm Bd Idx Adm Fund | Common Collective Trusts | — | — | $117K | 0.5% | |
| MFS Investment Management MFS New Discover Fund | Mutual Funds | — | — | $95K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $57K | 0.2% | |
| First Eagle First Eagle Global I Fund | Other securities | — | — | $57K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $37K | 0.1% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $35K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $30K | 0.1% |
