Andrew Burcham signed Robert Madden Industries, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert Madden Industries, Ltd.'s EIN is 75-1666322.
Download the official 2024 Form 5500 (PDF) for Robert Madden Industries, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert Madden Industries, Ltd.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $5.1M | 18.4% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | $0 | $3.1M | 11.1% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.0M | 10.8% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $3.0M | 10.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $2.6M | 9.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.6M | 9.6% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $2.2M | 7.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $1.8M | 6.6% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.0% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.7M | 6.0% | |
| Macquarie Small Cap Value I Fu | Other securities | — | $0 | $1000K | 3.6% | |
| Invesco Comstock R5 Fd | Mutual Funds | — | $0 | $945K | 3.4% | |
| Amer Cent Eq Growth I Fund | Other securities | — | $0 | $885K | 3.2% | |
| Inv Global A Fd | Other securities | — | $0 | $878K | 3.2% | |
| Metro West Ttl Rtn Bd I Fund | Other securities | — | $0 | $826K | 3.0% | |
| Prin/BR S&P Mid Index CIT N | Common Collective Trusts | — | $0 | $766K | 2.8% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $589K | 2.1% | |
| NYLI Winslow Lg Cap Gr I | Other securities | — | $0 | $570K | 2.1% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $506K | 1.8% | |
| Invesco Eq and Inc R5 Fund | Mutual Funds | — | $0 | $228K | 0.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
