Araceli Randolph signed C.G. Roxane's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.G. Roxane's EIN is 68-0207100.
Download the official 2024 Form 5500 (PDF) for C.G. Roxane from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.G. Roxane'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.7M | 18.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.7M | 11.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $2.8M | 8.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $2.4M | 7.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $2.2M | 6.9% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $2.1M | 6.6% | |
| HARDING LOEVNER INTL EQ INST | Registered Investment Companies | — | — | $1.7M | 5.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.6M | 5.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 4.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $891K | 2.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $619K | 2.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $617K | 2.0% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $588K | 1.9% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $476K | 1.5% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $411K | 1.3% | |
| VICTORY INTG SM M-CAP VAL R6 | Registered Investment Companies | — | — | $392K | 1.2% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $318K | 1.0% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $220K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $173K | 0.5% | |
| DWS REAL ASSETS R6 | Registered Investment Companies | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 30-0282430 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $52K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITHBROWN, PC | 22-2027092 | — | ACCOUNTANT | $17K | — |
