Roxanne Bagwell signed Rochester Sensors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rochester Sensors, LLC's EIN is 75-0979821.
Download the official 2024 Form 5500 (PDF) for Rochester Sensors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rochester Sensors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 17.6% | |
| Fidelity Freedom 2030 Fund Class K | Mutual Funds | — | — | $1.3M | 12.3% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.1M | 11.0% | |
| Oakmark Equity And Income Fund | Other securities | — | — | $923K | 9.0% | |
| Investor Class Galliard Capital Stable Return Fund M | Other securities | — | — | $670K | 6.6% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $670K | 6.6% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $457K | 4.5% | |
| Shares * Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $432K | 4.2% | |
| Fidelity Freedom 2035 Fund Class K | Mutual Funds | — | — | $428K | 4.2% | |
| Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $340K | 3.3% | |
| Fidelity Freedom 2070 Fund Class K ** 579 * Fidelity BrokerageLink - Cash ** 45 * Participant loans Various maturities through | Mutual Funds | — | — | $274K | 2.7% | |
| Invesco Diversified Dividend Fund R5 | Mutual Funds | — | — | $270K | 2.6% | |
| Class * Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $240K | 2.4% | |
| Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $232K | 2.3% | |
| Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $228K | 2.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $220K | 2.2% | |
| Fund * Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $193K | 1.9% | |
| Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $190K | 1.9% | |
| Permanent Portfolio Permanent Portfolio Class I | Other securities | — | — | $180K | 1.8% | |
| Fidelity U.S, Bond Index Fund | Common Collective Trusts | — | — | $147K | 1.4% | |
| Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $125K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $93K | 0.9% | |
| Fidelity Emerging Markets Discovery | Mutual Funds | — | — | $74K | 0.7% | |
| Fund * Fidelity Freedom 2065 Fund Class K | Mutual Funds | — | — | $72K | 0.7% | |
| Fidelity Freedom 2015 Fund Class K | Mutual Funds | — | — | $66K | 0.6% | |
| Loomis Small Cap Growth Fund | Other securities | — | — | $44K | 0.4% | |
| Invesco High Yield Fund R5 Class | Mutual Funds | — | — | $37K | 0.4% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $35K | 0.3% | |
| Franklin Mutual Global Discovery Fund Class Z | Mutual Funds | — | — | $25K | 0.2% | |
| Harbor International Fund | Other securities | — | — | $24K | 0.2% | |
| Administrative Class Virtus Ceredex Mid-Cap Value Equity Fund | Other securities | — | — | $14K | 0.1% | |
| Class I * Fidelity BrokerageLink - Fidelity Fund | Mutual Funds | — | — | $13K | 0.1% | |
| Heartland Value Plus Fund Institutional | Other securities | — | — | $11K | 0.1% | |
| Class * Fidelity BrokerageLink - Common | Mutual Funds | — | — | $2K | <0.1% | |
| Stock Blackrock Global Allocation | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
