Roach and Smith Distributors, Inc.'s EIN is 81-0300846.
Download the official 2024 Form 5500 (PDF) for Roach and Smith Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roach and Smith Distributors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | — | NASHVILLE, TN | INVESTMENT ADVISOR | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.4M | 98.0% | |
| EB MAGIC 40 STABLE VALUE FUND KEY BANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $374 | <0.1% |
