Allison Barrett signed Roechling Industrial Gastonia's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roechling Industrial Gastonia's EIN is 56-1572226.
Download the official 2024 Form 5500 (PDF) for Roechling Industrial Gastonia from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roechling Industrial Gastonia'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 | $71K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.2M | 15.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 10.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 8.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.5M | 7.2% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 6.5% | |
| Guranteed Investment Contract * Principal Fixed Income Guaranteed Option (1) | Other securities | — | — | $1.0M | 5.0% | |
| JP Morgan Large Cap Gr R6 Fd (1) | Other securities | — | — | $1000K | 4.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $968K | 4.6% | |
| Franklin Templeton Income Advisor Fund (1) 150 JP Morgan Equity Income R6 Fund (1) | Mutual Funds | — | — | $779K | 3.7% | |
| various repayment terms $0 | Other securities | — | — | $747K | 3.6% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $550K | 2.6% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $426K | 2.0% | |
| American Funds NewPrsp R6 Fnd (1) | Mutual Funds | — | — | $426K | 2.0% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $419K | 2.0% | |
| s * Principal Core Fixed Income Separate Account + (1) | Pooled Separate Accounts | — | — | $417K | 2.0% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 018 | Pooled Separate Account | — | — | $417K | 2.0% | |
| MFS Global Equity R6 Fund (1) | Mutual Funds | — | — | $378K | 1.8% | |
| Principal MidCap Separate Account + (1) | Pooled Separate Accounts | — | — | $372K | 1.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $372K | 1.8% | |
| American Funds Amer Bal R6 Fd (1) | Mutual Funds | — | — | $353K | 1.7% | |
| MFS Intl Diversification R6 Fund (1) | Mutual Funds | — | — | $305K | 1.4% | |
| Wells Fargo Allspring Spec M Cap Value R6 (1) | Other securities | — | — | $284K | 1.4% | |
| JP Morgan Undisc Mgrs Behav Value R6 Fd (1) | Other securities | — | — | $257K | 1.2% | |
| Fidelity Adv Strat Inc I Fund (1) | Mutual Funds | — | — | $256K | 1.2% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $250K | 1.2% | |
| American Funds WshMut Inv R6 Fund (1) | Mutual Funds | — | — | $237K | 1.1% | |
| American Funds Fndmtl Inv R6 Fund (1) | Mutual Funds | — | — | $228K | 1.1% | |
| Vanguard Int-Tm Bd Idx Adm Fd (1) | Common Collective Trusts | — | — | $207K | 1.0% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $177K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $168K | 0.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $123K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $118K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $106K | 0.5% | |
| American Century Sc Gr R6 FD (1) | Other securities | — | — | $86K | 0.4% | |
| American Funds NewWorld R6 (1) | Mutual Funds | — | — | $85K | 0.4% | |
| American Century Inf Adj Bond R5 Fund (1) | Mutual Funds | — | — | $83K | 0.4% | |
| MFS Intl Intrinsic Value R6 Fund (1) | Mutual Funds | — | — | $52K | 0.2% | |
| First Eagle Global I Fund (1) | Other securities | — | — | $45K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $23K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
