Jeffrey Peterson signed Roberts Aircraft Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roberts Aircraft Co.'s EIN is 82-0225558.
Download the official 2024 Form 5500 (PDF) for Roberts Aircraft Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roberts Aircraft Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 | Other securities | — | — | $1.1M | 13.3% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.1M | 12.8% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $702K | 8.4% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $654K | 7.9% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $649K | 7.8% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $587K | 7.1% | |
| Fidelity** 500 Index Fund | Common Collective Trusts | — | — | $548K | 6.6% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $432K | 5.2% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $426K | 5.1% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $411K | 4.9% | |
| Alger Capital Appreciation Fund | Other securities | — | — | $231K | 2.8% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $200K | 2.4% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $198K | 2.4% | |
| various dates through November 2029, secured by participant vested account balances - | Other securities | — | — | $190K | 2.3% | |
| First Eagle Global Fund | Other securities | — | — | $146K | 1.8% | |
| Fidelity** Money market fund - Government Money Market Fund | Mutual Funds | — | — | $121K | 1.5% | |
| Columbia Threadneedle Dividend Income Fund | Other securities | — | — | $96K | 1.2% | |
| Fidelity** Mid Cap Index Fund | Common Collective Trusts | — | — | $82K | 1.0% | |
| Allspring SMID Cap Growth Fund | Other securities | — | — | $56K | 0.7% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $54K | 0.6% | |
| Invesco Discovery Mid Cap Growth Fund | Mutual Funds | — | — | $49K | 0.6% | |
| Putnam Russell 2000 Small Growth Index | Common Collective Trusts | — | — | $45K | 0.5% | |
| Delaware Ivy Systematic Emerging Markets Equity Fund | Other securities | — | — | $41K | 0.5% | |
| Hartford Balanced Income Fund | Other securities | — | — | $39K | 0.5% | |
| MFS Global Total Return Fund | Mutual Funds | — | — | $38K | 0.5% | |
| MFS International Growth Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Eaton Vance Floating-Rate Advantage Fund | Other securities | — | — | $31K | 0.4% | |
| Fidelity** Small Cap Index Fund | Common Collective Trusts | — | — | $30K | 0.4% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $18K | 0.2% | |
| Lord, Abbett & Co Bond Debenture Fund | Common Stocks | — | — | $16K | 0.2% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $12K | 0.1% | |
| Columbia Threadneedle Global Value Fund | Other securities | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
