Karen Cox signed Robertshaw Controls Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robertshaw Controls Company's EIN is 54-1419531.
Download the official 2023 Form 5500 (PDF) for Robertshaw Controls Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Robertshaw Controls Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Trust 2035 Fund | Other securities | — | $295K | $4.6M | 16.4% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $13K | $2.9M | 10.3% | |
| T. Rowe Price Retirement Trust 2025 Fund | Other securities | — | $154K | $2.1M | 7.6% | |
| T. Rowe Price Retirement Trust 2040 Fund | Other securities | — | $130K | $2.1M | 7.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $8K | $2.0M | 7.1% | |
| T. Rowe Price Retirement Trust 2030 Fund | Other securities | — | $136K | $2.0M | 7.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $33K | $1.9M | 6.9% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | $8K | $1.2M | 4.4% | |
| T. Rowe Price Retirement Trust 2045 Fund | Other securities | — | $64K | $1.1M | 3.8% | |
| SEI Trust Company Large Cap Growth Fund | Common Stocks | — | $19K | $953K | 3.4% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $953K | 3.4% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | $60K | $871K | 3.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | $3K | $726K | 2.6% | |
| T. Rowe Price Retirement Trust 2050 Fund | Other securities | — | $39K | $639K | 2.3% | |
| T. Rowe Price Retirement Trust 2020 Fund | Other securities | — | $47K | $596K | 2.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | $5K | $534K | 1.9% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | $12K | $518K | 1.9% | |
| SEI Trust Company Allspring Small Company Growth Fund | Common Stocks | — | $13K | $482K | 1.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | $47K | $453K | 1.6% | |
| PIMCO Total Return Fund | Mutual Funds | — | $48K | $414K | 1.5% | |
| MFS International Equity Fund | Mutual Funds | — | $12K | $409K | 1.5% | |
| T. Rowe Price Retirement Trust 2055 Fund | Other securities | — | $22K | $374K | 1.3% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | $9K | $283K | 1.0% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | $16K | $178K | 0.6% | |
| T. Rowe Price Retirement Trust 2010 Fund | Other securities | — | $15K | $173K | 0.6% | |
| T. Rowe Price Retirement Trust 2060 Fund | Other securities | — | $10K | $172K | 0.6% | |
| Participant loans 4.25%-9.50% | Bonds / Notes | — | — | $171K | 0.6% | |
| (E) | Other securities | — | — | $70K | 0.2% | |
| T. Rowe Price Retirement Trust 2065 Fund | Other securities | — | $6K | $70K | 0.2% | |
| T. Rowe Price Retirement Trust 2015 Fund | Other securities | — | $3K | $39K | 0.1% | |
| (E) | Other securities | — | $2K | $27K | <0.1% | |
| JP Morgan Funds Mid Cap Growth Fund 567 | Other securities | — | — | $27K | <0.1% | |
| T. Rowe Price Retirement Trust 2005 Fund 876 | Other securities | — | — | $10K | <0.1% | |
| Baillie Gifford Emerging Markets Fund 108 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
