Audrey Fiore signed Robson Communities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robson Communities, Inc.'s EIN is 86-0665522.
Download the official 2024 Form 5500 (PDF) for Robson Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robson Communities, Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.0M | 13.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $966K | 12.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $758K | 9.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $718K | 9.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $634K | 8.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $540K | 6.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $445K | 5.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $420K | 5.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $383K | 4.9% | |
| Fidelity 500 | Mutual Funds | — | — | $369K | 4.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $308K | 3.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $293K | 3.7% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $251K | 3.2% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $157K | 2.0% | |
| Europacific Growth R6 | Other securities | — | — | $150K | 1.9% | |
| DFA US Targeted Value | Mutual Funds | — | — | $92K | 1.2% | |
| DFA US Large Cap Value | Mutual Funds | — | — | $79K | 1.0% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $55K | 0.7% | |
| MetLife Stable Value | Stable Value | — | — | $40K | 0.5% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $40K | 0.5% | |
| Blackrock Total Return K | Other securities | — | — | $40K | 0.5% | |
| DFA Global Real Estate Securities | Mutual Funds | — | — | $27K | 0.3% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $26K | 0.3% | |
| PIMCO RAE Fundamental Plus Inst. | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
