EDIE Hawkins signed The Rosewood Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Rosewood Corporation's EIN is 75-1997613.
Download the official 2024 Form 5500 (PDF) for The Rosewood Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Rosewood Corporation'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 | -$50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Company 500 Index Fund ~ | Common Collective Trusts | — | — | $19.3M | 24.3% | |
| T. Rowe Price Associates, Inc. Growth Stock Fund ~ | Common Stocks | — | — | $8.5M | 10.7% | |
| Retirement 2015 Fund ~ 511 J.P. Morgan Investment Management, Inc. Mid Cap Equity Fund ~ | Common Stocks | — | — | $4.9M | 6.2% | |
| Retirement 2035 Fund ~ | Other securities | — | — | $4.6M | 5.8% | |
| U.S. Bond Index Fund ~ | Common Collective Trusts | — | — | $3.7M | 4.6% | |
| Global ex U.S. Index Fund ~ | Common Collective Trusts | — | — | $3.1M | 3.9% | |
| Self-directed brokerage investments ~ | Self-Directed Brokerage | — | — | $3.1M | 3.8% | |
| Neuberger Berman Management, LLC International Equity Fund ~ | Other securities | — | — | $2.9M | 3.6% | |
| Putnam Large Cap Value Fund ~ | Mutual Funds | — | — | $2.8M | 3.6% | |
| Extended Market Index Fund ~ | Common Collective Trusts | — | — | $2.7M | 3.4% | |
| Retirement 2030 Fund ~ | Other securities | — | — | $2.3M | 2.9% | |
| Pacific Investment Management Company, LLC (PIMCO) Total Return Fund ~ | Mutual Funds | — | — | $2.1M | 2.7% | |
| Allspring Funds Trust Special Small Cap Value R6 ~ | Other securities | — | — | $2.0M | 2.6% | |
| Retirement 2020 Fund ~ | Other securities | — | — | $2.0M | 2.5% | |
| Retirement 2045 Fund ~ | Other securities | — | — | $2.0M | 2.5% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| Retirement 2025 Fund ~ | Other securities | — | — | $1.8M | 2.3% | |
| Retirement 2055 Fund ~ | Other securities | — | — | $1.6M | 2.0% | |
| Retirement 2040 Fund ~ | Other securities | — | — | $1.5M | 1.9% | |
| Wells Fargo Funds Management, LLC Advantage Small Company Growth Fund ~ | Common Stocks | — | — | $1.3M | 1.6% | |
| Retirement 2050 Fund ~ | Other securities | — | — | $1.2M | 1.5% | |
| John Hancock Advisers, LLC Disciplined Value Mid Cap Fund ~ | Other securities | — | — | $1.2M | 1.5% | |
| RAE Emerging Markets Fund ~ | Other securities | — | — | $1.0M | 1.3% | |
| Government Money Market Fund ~ | Cash / Money Market | — | — | $569K | 0.7% | |
| Retirement 2065 Fund ~ | Other securities | — | — | $257K | 0.3% | |
| Retirement 2060 Fund ~ | Other securities | — | — | $113K | 0.1% | |
| Retirement Balanced Fund ~ | Other securities | — | — | $30K | <0.1% | |
| Retirement 2010 Fund ~ | Other securities | — | — | $5K | <0.1% |
