Aaron Fowler signed Roxtec, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roxtec, Inc.'s EIN is 73-1515581.
Download the official 2024 Form 5500 (PDF) for Roxtec, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roxtec, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.9M | 13.5% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.3M | 9.1% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $954K | 6.7% | |
| Empower Annuity Insurance Company of America General Account | Common Stocks | — | — | $885K | 6.2% | |
| GREAT GRAY TRUST AMERICAN FNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $834K | 5.8% | |
| Pioneer Fundamental Growth Fund | Other securities | — | — | $798K | 5.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $785K | 5.5% | |
| JPMorgan US Equity Fund | Other securities | — | — | $755K | 5.3% | |
| Vanguard Information Technology Index Admiral Fund | Mutual Funds | — | — | $665K | 4.7% | |
| GREAT GRAY TRUST AMERICAN FNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $655K | 4.6% | |
| Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $640K | 4.5% | |
| T. Rowe Price Global Stock Fund | Other securities | — | — | $609K | 4.3% | |
| GREAT GRAY TRUST AMERICAN FNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $452K | 3.2% | |
| PIMCO US Small Institutional Fund | Mutual Funds | — | — | $436K | 3.1% | |
| GREAT GRAY TRUST AMERICAN FNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $425K | 3.0% | |
| GREAT GRAY TRUST AMERICAN FNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $408K | 2.9% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $269K | 1.9% | |
| PGIM International Fund | Other securities | — | — | $264K | 1.8% | |
| with various maturities - | Other securities | — | — | $194K | 1.4% | |
| Franklin Templeton Gold and Precious Metals Fund | Mutual Funds | — | — | $183K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FNDS 2040 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $140K | 1.0% | |
| GREAT GRAY TRUST AMERICAN FNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $102K | 0.7% | |
| Columbia Mid Cap Value Institutional Fund | Other securities | — | — | $95K | 0.7% | |
| Hartford Balanced Income Fund | Other securities | — | — | $92K | 0.6% | |
| MassMutual High Yield Fund | Other securities | — | — | $76K | 0.5% | |
| BlackRock Total Return Fund | Other securities | — | — | $75K | 0.5% | |
| GREAT GRAY TRUST AMERICAN FNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $69K | 0.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $50K | 0.4% | |
| Putnam Small Cap Growth Fund | Mutual Funds | — | — | $43K | 0.3% | |
| Invesco Real Estate Fund | Mutual Funds | — | — | $37K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $21K | 0.1% | |
| Goldman Sachs Government Income Fund | Other securities | — | — | $20K | 0.1% | |
| MassMutual US Government Money Market Fund | Cash / Money Market | — | — | $11K | <0.1% | |
| BlackRock Health Sciences Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $204 | — |
