LISA Smith signed Robinson Mills & Williams' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robinson Mills & Williams' EIN is 94-2764132.
Download the official 2024 Form 5500 (PDF) for Robinson Mills & Williams from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robinson Mills & Williams' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $869 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID Contrafund K | Mutual Funds | — | — | $10.3M | 28.7% | |
| FID Growth Co K6 | Mutual Funds | — | — | $5.2M | 14.5% | |
| FID 500 Index | Common Collective Trusts | — | — | $3.5M | 9.8% | |
| FID Govt Money Market K6 | Mutual Funds | — | — | $1.9M | 5.4% | |
| FID Freedom 2045 K | Mutual Funds | — | — | $1.5M | 4.3% | |
| FID Freedom 2035 K | Mutual Funds | — | — | $1.5M | 4.1% | |
| JPM US Value R6 | Other securities | — | — | $1.4M | 4.0% | |
| FID Freedom 2020 K | Mutual Funds | — | — | $1.1M | 3.1% | |
| FID Freedom 2055 K | Mutual Funds | — | — | $1.1M | 3.1% | |
| FID Intl Index | Mutual Funds | — | — | $1.0M | 2.9% | |
| FID Freedom 2050 K | Mutual Funds | — | — | $1.0M | 2.8% | |
| FID Freedom 2030 K | Mutual Funds | — | — | $854K | 2.4% | |
| FID Low-Priced St K6 | Mutual Funds | — | — | $842K | 2.3% | |
| FID Freedom 2040 K | Mutual Funds | — | — | $818K | 2.3% | |
| Artisan Mid Cap Inst | Other securities | — | — | $590K | 1.6% | |
| FID US Bond Idx | Common Collective Trusts | — | — | $429K | 1.2% | |
| Glenmede Smcap EQ IS | Other securities | — | — | $363K | 1.0% | |
| FID Freedom 2025 K | Mutual Funds | — | — | $291K | 0.8% | |
| FID Freedom 2060 K | Mutual Funds | — | — | $216K | 0.6% | |
| FID Total Bond K6 | Mutual Funds | — | — | $210K | 0.6% | |
| Participant loans | Participant loans | — | — | $209K | 0.6% | |
| Baron Small Cap R6 | Other securities | — | — | $190K | 0.5% | |
| FID Extd Mkt Idx | Common Collective Trusts | — | — | $180K | 0.5% | |
| FID Emerging Mkts K | Mutual Funds | — | — | $163K | 0.5% | |
| FID Freedom 2010 K | Mutual Funds | — | — | $98K | 0.3% | |
| FID US Overseas K | Mutual Funds | — | — | $97K | 0.3% | |
| Cohen & Steers Rlty | Other securities | — | — | $81K | 0.2% | |
| FID Freedom 2065 K | Mutual Funds | — | — | $75K | 0.2% | |
| FID Freedom Inc K | Mutual Funds | — | — | $60K | 0.2% | |
| FID Infl PR BD Idx | Common Collective Trusts | — | — | $4K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
