Roederer Estate Inc.'s EIN is 94-2847615.
Download the official 2024 Form 5500 (PDF) for Roederer Estate Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roederer Estate 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $34.6M | 86.9% | |
| Minnesota Life General Account 2 Funds held in insurance company general account | Common Stocks | — | — | $5.0M | 12.6% | |
| JPMorgan Large Cap Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $4.8M | 12.0% | |
| Schwab Fundamental US Large Company Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $3.3M | 8.3% | |
| Vanguard Intermediate-Term Bond Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.9M | 7.3% | |
| Securian AM S&P 500 Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.5M | 6.2% | |
| Dodge & Cox International Stock Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.3M | 5.7% | |
| Disciplined Growth Mid Cap Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.2M | 5.5% | |
| Disciplined Growth Small Cap Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.1M | 5.3% | |
| Wellington Disciplined US Equity Fund Pooled separate account | Pooled Separate Accounts | — | — | $2.0M | 5.1% | |
| Columbia Global Technology Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $1.9M | 4.8% | |
| River Road Small Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $1.9M | 4.8% | |
| Columbia Limited Duration Credit Institutional FundPooled separate account | Pooled Separate Accounts | — | — | $1.2M | 3.1% | |
| Hotchkis & Wiley High Yield Fund Pooled separate account | Pooled Separate Accounts | — | — | $1.2M | 3.0% | |
| ClearBridge International Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $1.2M | 3.0% | |
| American Century Mid Cap Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $951K | 2.4% | |
| Securian AM Money Market Fund Pooled separate account | Pooled Separate Accounts | — | — | $879K | 2.2% | |
| Invesco Equity and Income R5 Fund Pooled separate account | Pooled Separate Accounts | — | — | $861K | 2.2% | |
| BNY Mellon Natural Resources Fund Pooled separate account | Pooled Separate Accounts | — | — | $711K | 1.8% | |
| DFA U.S. Small Cap Portfolio Fund Pooled separate account | Pooled Separate Accounts | — | — | $684K | 1.7% | |
| Cohen & Steers Real Estate Securities Fund Pooled separate account | Pooled Separate Accounts | — | — | $636K | 1.6% | |
| DFA Inflation-Protected Securities Portfolio Fund Pooled separate account | Pooled Separate Accounts | — | — | $371K | 0.9% | |
| Participant loans Interest rates from 3.5% to 10.5% $0 | Bonds / Notes | — | — | $202K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
