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Original filing (PDF)20251006122114NAL0006426816001
RAMBOLL LIMITED
Form 5500
FILING_RECEIVED
RAMBOLL US RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
2,039
Accounts w/ balance
3,041
Plan assets (EOY)
$659.1M
Net assets (EOY)
$659.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAMBOLL LIMITED.
Plan sponsor
Name
RAMBOLL LIMITED
EIN
52-1248616
Address
333 W. WASHINGTON STREET · SYRACUSE, NY · 13202
Phone
(315) 383-3746
Industry
Professional & Technical Servicessee 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
2025-10-06
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $181K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $70K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES DAY | — | NEW YORK, NY | OTHER | $37K | — |
| BDO USA LLP | — | GRAND RAPIDS, MI | OTHER | $37K | — |
| SMITH & DOWNEY PA | — | BALTIMORE, MD | OTHER | $20K | — |
Investments
31 direct securities · 5 pooled funds· $656.6M(100% 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
$504.3M
29 holdings
Mutual Funds
$87.4M
1 holding
Guaranteed Income / GIC
$62.0M
1 holding
Pooled Separate Account
$2.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral | Mutual Funds | — | — | $87.4M | 13.3% | |
| Fidelity 500 Index Fund | — | — | — | $80.1M | 12.1% | |
| * Guaranteed Income Fund | Guaranteed Income / GIC | — | — | $62.0M | 9.4% | |
| Fidelity Total International Index Fund | — | — | — | $60.9M | 9.2% | |
| Vanguard Value Index Fund Admiral | — | — | — | $59.1M | 9.0% | |
| American Funds American Balanced Fund R6 | — | — | — | $52.9M | 8.0% | |
| Fidelity ADV Total Bond Z | — | — | — | $29.1M | 4.4% | |
| JP Morgan Mid Cap Growth | — | — | — | $26.2M | 4.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $23.1M | 3.5% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $22.5M | 3.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $21.6M | 3.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $18.5M | 2.8% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $15.7M | 2.4% | |
| T. Rowe Price Overseas Stock Fund I | — | — | — | $14.7M | 2.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $12.4M | 1.9% | |
| Fidelity Freedom Index 2040 Institutional Premium Class | — | — | — | $8.9M | 1.4% | |
| Fidelity Freedom Index 2025 Institutional Premium Class | — | — | — | $8.1M | 1.2% | |
| Fidelity Freedom Index 2045 Institutional Premium Class | — | — | — | $7.8M | 1.2% | |
| Fidelity Freedom Index 2035 Institutional Premium Class | — | — | — | $6.8M | 1.0% | |
| Fidelity Freedom Index 2030 Institutional Premium Class | — | — | — | $6.4M | 1.0% | |
| Fidelity Freedom Index 2050 Institutional Premium Class | — | — | — | $5.4M | 0.8% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $5.2M | 0.8% | |
| Fidelity Freedom Index 2055 Institutional Premium Class | — | — | — | $4.5M | 0.7% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $3.4M | 0.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.7M | 0.4% | |
| PIMCO Global OPP USD HDG IST | — | — | — | $2.7M | 0.4% | |
| Vanguard INFL Protected SEC | — | — | — | $2.2M | 0.3% | |
| Fidelity Freedom Index 2060 Institutional Premium Class | — | — | — | $2.2M | 0.3% | |
| Fidelity Freedom Index 2020 Institutional Premium Class | — | — | — | $1.2M | 0.2% | |
| Fidelity Freedom Index Income Investor | — | — | — | $975K | 0.1% | |
| Vanguard FTSE Social IDX ADMR | — | — | — | $946K | 0.1% | |
| Fidelity Freedom Index 2065 Institutional Premium Class | — | — | — | $545K | <0.1% | |
| INCOMEFLEX SELECT LIFETIME INC&EQ-S EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $174K | <0.1% | |
| INCOMEFLEX SELECT LIFETIME CONS GR- EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $20K | <0.1% | |
| INCOMEFLEX SELECT LIFETIME AGGR GR- EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $6K | <0.1% | |
| INCOMEFLEX SELECT LIFETIME GROWTH-I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $0 | <0.1% |