Katie Lockhart signed Rogers Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rogers Group, Inc.'s EIN is 81-0745074.
Download the official 2024 Form 5500 (PDF) for Rogers Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rogers Group, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | 34-1479833 | — | NONE | $151K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 58-1575035 | — | NONE | $88K | — |
| KRAFT CPAS | 62-0713250 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index | Mutual Funds | — | $12.0M | $11.6M | 18.2% | |
| State Street Investment Management SPDR Bloomberg 1-3 Month T-Bill | Other securities | — | $11.5M | $11.5M | 17.9% | |
| Vanguard Growth Index Institutional Fund | Mutual Funds | — | $5.6M | $9.2M | 14.3% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | $6.4M | $8.7M | 13.6% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | $6.4M | $7.8M | 12.1% | |
| Federated Hermes Treasury Obligations Fund Institutional Shares | Other securities | — | $5.2M | $5.2M | 8.2% | |
| Vanguard Developing Markets Index | Mutual Funds | — | $2.6M | $3.0M | 4.6% | |
| Vanguard International Growth Fund Admiral Class | Mutual Funds | — | $2.4M | $2.4M | 3.7% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | $1.7M | $2.1M | 3.2% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | $1.1M | $1.4M | 2.1% | |
| Vanguard Small-Cap Growth Index Institutional Fund | Mutual Funds | — | $990K | $1.3M | 2.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $16K |
| — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $0 | — |
