Reena Mehta signed Robotic Research Opco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robotic Research Opco, LLC's EIN is 87-3039683.
Download the official 2024 Form 5500 (PDF) for Robotic Research Opco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robotic Research Opco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $4.7M | 15.6% | |
| Fidelity Freedom Index 2050 Investor Fund | Mutual Funds | — | $0 | $4.5M | 14.7% | |
| Fidelity Freedom Index 2060 Investor Fund | Mutual Funds | — | $0 | $4.4M | 14.4% | |
| Fidelity Freedom Index 2030 Investor Fund | Mutual Funds | — | $0 | $2.2M | 7.2% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | $0 | $1.9M | 6.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $0 | $1.8M | 6.0% | |
| Fidelity Freedom Index 2040 Investor Fund | Mutual Funds | — | $0 | $1.6M | 5.3% | |
| Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | $0 | $1.4M | 4.6% | |
| Self-Directed Mutual and Index Account | Self-Directed Brokerage | — | $0 | $1.3M | 4.3% | |
| Fidelity Freedom Index 2055 Investor Fund | Mutual Funds | — | $0 | $942K | 3.1% | |
| Fidelity Freedom Index 2045 Investor Fund | Mutual Funds | — | $0 | $923K | 3.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $0 | $736K | 2.4% | |
| Fidelity Government Money Market and Cash Reserve | Mutual Funds | — | $0 | $687K | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $0 | $492K | 1.6% | |
| Fidelity Freedom Index 2035 Investor Fund | Mutual Funds | — | $0 | $364K | 1.2% | |
| Notes Receivable from Participants | Other securities | — | $0 | $296K | 1.0% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $0 | $292K | 1.0% | |
| Self-Directed Common Stock Account | Self-Directed Brokerage | — | $0 | $211K | 0.7% | |
| Vanguard Information Technology Admiral Fund | Mutual Funds | — | $0 | $184K | 0.6% | |
| American Funds Capital Income Builder Fund | Mutual Funds | — | $0 | $167K | 0.6% | |
| Fidelity Freedom Index 2065 Investor Fund | Mutual Funds | — | $0 | $163K | 0.5% | |
| Fidelity Intermediate Treasury Bond Index Fund | U.S. Treasuries | — | $0 | $154K | 0.5% | |
| Vanguard Financials Index Admiral Fund | Mutual Funds | — | $0 | $135K | 0.4% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | $0 | $81K | 0.3% | |
| Fidelity Inflation Protected Bond Fund | Mutual Funds | — | $0 | $71K | 0.2% | |
| Fidelity Freedom Index 2025 Investor Fund | Mutual Funds | — | $0 | $71K | 0.2% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | $0 | $64K | 0.2% | |
| Morgan Stanley Global Franchise Fund | Other securities | — | $0 | $62K | 0.2% | |
| PGIM Jennison Utility Fund | Other securities | — | $0 | $57K | 0.2% | |
| Vanguard Energy Index Admiral Fund | Mutual Funds | — | $0 | $55K | 0.2% | |
| Brown Advisory Sustainable Growth Fund | Other securities | — | $0 | $50K | 0.2% | |
| Fidelity Freedom Index 2020 Investor Fund | Mutual Funds | — | $0 | $50K | 0.2% | |
| Vanguard Utilities Index Admiral Fund | Mutual Funds | — | $0 | $46K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | $0 | $45K | 0.1% | |
| Vanguard Consumer Staples Admiral Fund | Mutual Funds | — | $0 | $45K | 0.1% | |
| Vanguard Industrials Index Admiral Fund | Mutual Funds | — | $0 | $40K | 0.1% | |
| Vanguard Healthcare Index Admiral Fund | Mutual Funds | — | $0 | $26K | <0.1% | |
| Vanguard Materials Index Admiral Fund | Mutual Funds | — | $0 | $25K | <0.1% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | $0 | $21K | <0.1% | |
| Calamos Evolving Growth I Fund | Other securities | — | $0 | $17K | <0.1% | |
| Invesco EQV Asia Pacific Equity Fund | Mutual Funds | — | $0 | $16K | <0.1% | |
| Fidelity International Bond Index Fund | Common Collective Trusts | — | $0 | $15K | <0.1% | |
| Vanguard Consumer Discretionary Index Admiral Fund | Mutual Funds | — | $0 | $9K | <0.1% | |
| Janus Henderson Developed World Bond Fund | Mutual Funds | — | $0 | $3K | <0.1% | |
| Vanguard Community Service Index Admiral Fund | Mutual Funds | — | $0 | $2K | <0.1% | |
| Fidelity Freedom Index Income Investor Fund | Mutual Funds | — | $0 | $2K | <0.1% | |
| Calvert International Equity Fund | Other securities | — | $0 | $2K | <0.1% | |
| Fidelity Freedom Index 2015 Investor Fund | Mutual Funds | — | $0 | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
