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Original filing (PDF)20250904170645NAL0034144194001
ROPER TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
ROPER TECHNOLOGIES, INC. EMPLOYEES' RETIREMENT SAVINGS 004 PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,938
Accounts w/ balance
14,687
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROPER TECHNOLOGIES, INC..
Plan sponsor
Name
ROPER TECHNOLOGIES, INC.
EIN
51-0263969
Address
6496 UNIVERSITY PARKWAY · SARASOTA, FL · 34240
Phone
(941) 556-2601
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $572K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $457K | — |
Investments
14 pooled funds· $1.1B(72% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET. 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $182.8M | 11.5% | |
| VFTC TARGET RET. 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $166.5M | 10.5% | |
| VFTC TARGET RET. 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $160.4M | 10.1% | |
| VFTC TARGET RET. 2045 TRUST PLUS VANGAURD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $156.5M | 9.9% | |
| VFTC TARGET RET. 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $132.1M | 8.3% | |
| VFTC TARGET RET. 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $100.9M | 6.4% | |
| VFTC TARGET RET. 2025 TRUST PLUS VANGAURD FIDUCIARY TRUST COMPANY · EIN 98-0735963 / PN 001 | Common Collective Trust | — | — | $96.9M | 6.1% | |
| VFTC TARGET RET. 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $48.6M | 3.1% | |
| VFTC TARGET RET. 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $37.0M | 2.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $27.4M | 1.7% | |
| VFTC TARGET RET. INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735833 / PN 001 | Common Collective Trust | — | — | $15.6M | 1.0% | |
| VFTC TARGET RET. 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $10.4M | 0.7% | |
| VFTC TARGET RET. 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $897K | <0.1% | |
| VFTC TARGET RET. INC. & GR. TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $494K | <0.1% |