Terry Patrick signed Robert L. Lipton Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert L. Lipton Inc.'s EIN is 65-0131357.
Download the official 2024 Form 5500 (PDF) for Robert L. Lipton Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert L. Lipton Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | — | INVESTMENT MGMT | $752 | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARMERS DBA NATIONAL ASSOCIATES |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $8.8M | 93.2% | |
| T ROWE PRICE RET BLEND SELCT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $2.3M | 24.1% | |
| T ROWE PRICE RET BLEND SELCT 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.9M | 19.9% | |
| T ROWE PRICE RET BLEND SELCT 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.5M | 15.6% | |
| T ROWE PRICE RET BLEND SELCT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.4M | 15.1% | |
| T ROWE PRICE RET BLEND SELCT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $797K | 8.4% | |
| T ROWE PRICE RET BLEND SELCT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $180K | 1.9% | |
| T ROWE PRICE RET BLEND SELCT 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $155K | 1.6% | |
| T ROWE PRICE RET BLEND SELCT 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $124K | 1.3% | |
| T ROWE PRICE RET BLEND SELCT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $75K | 0.8% | |
| T ROWE PRICE RET BLEND SELCT 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $48K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $14K | 0.1% | |
| T ROWE PRICE RET BLEND SELCT 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $5K | <0.1% |
| — |
| FAIRVIEW PARK, OH |
| CONTRACT ADMIN |
| $63K |
| — |
