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Original filing (PDF)20251008111045NAL0002946931001
ROLLINS, INC & SUBSIDIARIES
Form 5500
FILING_RECEIVED
ROLLINS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
94% in single holding
Active participants
16,088
Accounts w/ balance
20,423
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
5 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "1ER-ROL" is 94% of plan.
- 8 bps in Schedule C fees — 64% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROLLINS, INC & SUBSIDIARIES.
Plan sponsor
Name
ROLLINS, INC & SUBSIDIARIES
EIN
51-0068479
Address
2170 PIEDMONT RD NE · ATLANTA, GA · 30324
Phone
(404) 888-2000
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $770K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $95K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDHAM BRANNON LLC | — | ATLANTA, GA | AUDITOR | $70K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH GAMBRELL & RUSSELL LLP | — | ATLANTA, GA | ATTORNEY | $7K | — |
Investments
2 direct securities · 5 pooled funds· $713.1M(62% of reported assets)
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.
Uncategorized
$338.9M
2 holdings
Pooled Separate Account
$231.3M
4 holdings
Common Collective Trust
$142.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1ER-ROL | — | — | $107.1M | $317.5M | 27.7% | |
| PRU CORE INTERMEDIATE BOND FD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $142.9M | 12.5% | |
| EURO PACIFIC GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $134.2M | 11.7% | |
| METWEST CORE PLUS BOND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $60.8M | 5.3% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $31.6M | 2.8% | |
| PARTICIPANT LOANS VARIOUS | — | — | $21.5M | $21.4M | 1.9% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $4.7M | 0.4% |
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