Carolyn Ferrell signed The Robinette Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Robinette Company's EIN is 62-1302284.
Download the official 2024 Form 5500 (PDF) for The Robinette Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Robinette Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.2M | 96.6% |
