Susan Murphy signed Roevolution 226, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roevolution 226, LLC's EIN is 47-1716542.
Download the official 2024 Form 5500 (PDF) for Roevolution 226, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roevolution 226, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $2.1M | 15.8% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.1M | 8.6% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $935K | 7.2% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $784K | 6.0% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $779K | 6.0% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $711K | 5.4% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $697K | 5.3% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $663K | 5.1% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $615K | 4.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $549K | 4.2% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $504K | 3.9% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $395K | 3.0% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $367K | 2.8% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $344K | 2.6% | |
| WESTERN ASSET CORE BOND - A | Registered Investment Companies | — | — | $340K | 2.6% | |
| FEDERATED KAUFMANN SM CAP - A | Registered Investment Companies | — | — | $317K | 2.4% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $248K | 1.9% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $241K | 1.8% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $229K | 1.8% | |
| MACQUARIE SYST EMMKTS EQ A | Registered Investment Companies | — | — | $223K | 1.7% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $146K | 1.1% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $133K | 1.0% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $114K | 0.9% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $97K | 0.7% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $97K | 0.7% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $90K | 0.7% | |
| MACQUARIE HIGH INCOME A | Registered Investment Companies | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SCHAUMBURG, IL |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
