Michelle Swajanen signed ROCO Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ROCO Management, LLC's EIN is 47-5571246.
Download the official 2024 Form 5500 (PDF) for ROCO Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ROCO Management, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GORDON ADVISORS, P.C. | 38-2656556 | — | ACCOUNTANT/AUDITOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $589K | 21.6% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $536K | 19.7% | |
| Fidelity Freedom 2030 R6 | Mutual Funds | — | — | $348K | 12.8% | |
| Fidelity Freedom 2040 K6 | Mutual Funds | — | — | $187K | 6.8% | |
| Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $182K | 6.7% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $165K | 6.0% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $154K | 5.7% | |
| Fidelity Freedom 2035 R6 | Mutual Funds | — | — | $140K | 5.1% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $85K | 3.1% | |
| Fidelity Freedom 2025 R6 | Mutual Funds | — | — | $72K | 2.7% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $49K | 1.8% | |
| Cohen & Steers Cohen & Steers Inst Realty Shs ** 80 MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | — | $37K | 1.4% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $15K | 0.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $15K | 0.6% | |
| Fidelity Small Cap Gr K6 ** 111 * Fidelity Freedom 2020 R6 | Mutual Funds | — | — | $13K | 0.5% | |
| Fidelity Small Cap Idx | Common Collective Trusts | — | — | $5K | 0.2% | |
| Dodge & Cox Dodge & Cox Stock X | Mutual Funds | — | — | $4K | 0.2% | |
| Fidelity Mid Cap Idx | Common Collective Trusts | — | — | $4K | 0.2% | |
| Dodge & Cox Dodge & Cox Int Sk X | Mutual Funds | — | — | $4K | 0.1% | |
| Fidelity US Bond Idx | Common Collective Trusts | — | — | $3K | 0.1% | |
| Capital Group American Funds New World R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Intl Index | Mutual Funds | — | — | $2K | <0.1% | |
| INTERNATIONAL STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 929 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 226 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 227 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WILMINGTONPUTNAM EQUITY INCOME LAR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 215 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EAFE EQ INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 910 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE LARGE CAP GROWTH RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 214 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH AGGRESS 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 926 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH AGGRESS RETMENT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 922 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH CONSERVATIVE 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 913 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH CONSERVATIVE 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 914 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH CONSERVATIVE 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 915 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH CONSERVATIVE 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 916 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH MODERATE 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 918 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH MODERATE 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 919 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH MODERATE 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 920 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH MODERATE 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 921 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
