Back to filter
Original filing (PDF)20251014153603NAL0004410304001
ROBOTIC RESEARCH OPCO, LLC
Form 5500
FILING_RECEIVED
ROBOTIC RESEARCH 401(K) PLAN
401(k) retirement plan
Active participants
276
Accounts w/ balance
366
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBOTIC RESEARCH OPCO, LLC.
Plan sponsor
Name
ROBOTIC RESEARCH OPCO, LLC
EIN
87-3039683
Address
22521 GATEWAY CENTER DRIVE · CLARKSBURG, MD · 20871
Phone
(240) 631-0008
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FRYE & COMPANY, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Investments
48 direct securities· $30.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | $0 | $4.7M | 15.6% | |
| Fidelity Freedom Index 2050 Investor Fund | — | — | $0 | $4.5M | 14.7% | |
| Fidelity Freedom Index 2060 Investor Fund | — | — | $0 | $4.4M | 14.4% | |
| Fidelity Freedom Index 2030 Investor Fund | — | — | $0 | $2.2M | 7.2% | |
| Fidelity Total Market Index Fund | — | — | $0 | $1.9M | 6.2% | |
| Fidelity Mid Cap Index Fund | — | — | $0 | $1.8M | 6.0% | |
| Fidelity Freedom Index 2040 Investor Fund | — | — | $0 | $1.6M | 5.3% | |
| Fidelity NASDAQ Composite Index Fund | — | — | $0 | $1.4M | 4.6% | |
| Self-Directed Mutual and Index Account | — | — | $0 | $1.3M | 4.3% | |
| Fidelity Freedom Index 2055 Investor Fund | — | — | $0 | $942K | 3.1% | |
| Fidelity Freedom Index 2045 Investor Fund | — | — | $0 | $923K | 3.0% | |
| Fidelity Small Cap Index Fund | — | — | $0 | $736K | 2.4% | |
| Fidelity Government Money Market and Cash Reserve | — | — | $0 | $687K | 2.3% | |
| Fidelity International Index Fund | — | — | $0 | $492K | 1.6% | |
| Fidelity Freedom Index 2035 Investor Fund | — | — | $0 | $364K | 1.2% | |
| Notes Receivable from Participants | — | — | $0 | $296K | 1.0% | |
| Fidelity Emerging Markets Index Fund | — | — | $0 | $292K | 1.0% | |
| Self-Directed Common Stock Account | — | — | $0 | $211K | 0.7% | |
| Vanguard Information Technology Admiral Fund | — | — | $0 | $184K | 0.6% | |
| American Funds Capital Income Builder Fund | — | — | $0 | $167K | 0.6% | |
| Fidelity Freedom Index 2065 Investor Fund | — | — | $0 | $163K | 0.5% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | $0 | $154K | 0.5% | |
| Vanguard Financials Index Admiral Fund | — | — | $0 | $135K | 0.4% | |
| Fidelity Large Cap Value Index Fund | — | — | $0 | $81K | 0.3% | |
| Fidelity Inflation Protected Bond Fund | — | — | $0 | $71K | 0.2% | |
| Fidelity Freedom Index 2025 Investor Fund | — | — | $0 | $71K | 0.2% | |
| PIMCO Total Return Institutional Fund | — | — | $0 | $64K | 0.2% | |
| Morgan Stanley Global Franchise Fund | — | — | $0 | $62K | 0.2% | |
| PGIM Jennison Utility Fund | — | — | $0 | $57K | 0.2% | |
| Vanguard Energy Index Admiral Fund | — | — | $0 | $55K | 0.2% | |
| Brown Advisory Sustainable Growth Fund | — | — | $0 | $50K | 0.2% | |
| Fidelity Freedom Index 2020 Investor Fund | — | — | $0 | $50K | 0.2% | |
| Vanguard Utilities Index Admiral Fund | — | — | $0 | $46K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | — | — | $0 | $45K | 0.1% | |
| Vanguard Consumer Staples Admiral Fund | — | — | $0 | $45K | 0.1% | |
| Vanguard Industrials Index Admiral Fund | — | — | $0 | $40K | 0.1% | |
| Vanguard Healthcare Index Admiral Fund | — | — | $0 | $26K | <0.1% | |
| Vanguard Materials Index Admiral Fund | — | — | $0 | $25K | <0.1% | |
| Invesco Gold & Special Minerals Fund | — | — | $0 | $21K | <0.1% | |
| Calamos Evolving Growth I Fund | — | — | $0 | $17K | <0.1% | |
| Invesco EQV Asia Pacific Equity Fund | — | — | $0 | $16K | <0.1% | |
| Fidelity International Bond Index Fund | — | — | $0 | $15K | <0.1% | |
| Vanguard Consumer Discretionary Index Admiral Fund | — | — | $0 | $9K | <0.1% | |
| Janus Henderson Developed World Bond Fund | — | — | $0 | $3K | <0.1% | |
| Vanguard Community Service Index Admiral Fund | — | — | $0 | $2K | <0.1% | |
| Fidelity Freedom Index Income Investor Fund | — | — | $0 | $2K | <0.1% | |
| Calvert International Equity Fund | — | — | $0 | $2K | <0.1% | |
| Fidelity Freedom Index 2015 Investor Fund | — | — | $0 | $1K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Finance & Insurance plans
SIMCORP USA INC.
SIMCORP USA INC. 401(K) PLAN
$30.4M · 131 participants
AMERICANTCS FIDUCIARY SERVICES, LLC
THE ACHIEVE ADVANTAGE 401(K) PLAN
$30.0M · 1,759 participants
EAGLE SEVEN
EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST
$30.6M · 119 participants
THE ROCK CREEK GROUP, LLC
THE ROCK CREEK GROUP, LLC 401(K) PLAN & TRUST
$30.0M · 60 participants
EMINENCE CAPITAL, LP
EMINENCE CAPITAL, LP 401(K) PROFIT SHARING PLAN
$30.8M · 56 participants
ATALAYA CAPITAL MANAGEMENT LP
ATALAYA CAPITAL MANAGEMENT 401(K) PLAN
$30.8M · 157 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B