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Original filing (PDF)20250717112745NAL0000087987001
ROEDERER ESTATE INC.
Form 5500
FILING_RECEIVED
ROEDERER USA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
226
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROEDERER ESTATE INC..
Plan sponsor
Name
ROEDERER ESTATE INC.
EIN
94-2847615
Address
383 FOURTH ST, SUITE 400 · OAKLAND, CA · 94607
Phone
(510) 587-2011
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $12K | — |
Investments
22 direct securities · 1 pooled fund· $74.3M(100% of reported assets)
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.
Uncategorized
$39.8M
22 holdings
Pooled Separate Account
$34.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $5.0M | 12.6% | |
| JPMorgan Large Cap Growth Fund Pooled separate account | — | — | — | $4.8M | 12.0% | |
| Schwab Fundamental US Large Company Index Fund Pooled separate account | — | — | — | $3.3M | 8.3% | |
| Vanguard Intermediate-Term Bond Index Fund Pooled separate account | — | — | — | $2.9M | 7.3% | |
| Securian AM S&P 500 Index Fund Pooled separate account | — | — | — | $2.5M | 6.2% | |
| Dodge & Cox International Stock Fund Pooled separate account | — | — | — | $2.3M | 5.7% | |
| Disciplined Growth Mid Cap Fund Pooled separate account | — | — | — | $2.2M | 5.5% | |
| Disciplined Growth Small Cap Fund Pooled separate account | — | — | — | $2.1M | 5.3% | |
| Wellington Disciplined US Equity Fund Pooled separate account | — | — | — | $2.0M | 5.1% | |
| Columbia Global Technology Growth Fund Pooled separate account | — | — | — | $1.9M | 4.8% | |
| River Road Small Cap Value Fund Pooled separate account | — | — | — | $1.9M | 4.8% | |
| Columbia Limited Duration Credit Institutional FundPooled separate account | — | — | — | $1.2M | 3.1% | |
| Hotchkis & Wiley High Yield Fund Pooled separate account | — | — | — | $1.2M | 3.0% | |
| ClearBridge International Growth Fund Pooled separate account | — | — | — | $1.2M | 3.0% | |
| American Century Mid Cap Value Fund Pooled separate account | — | — | — | $951K | 2.4% | |
| Securian AM Money Market Fund Pooled separate account | — | — | — | $879K | 2.2% | |
| Invesco Equity and Income R5 Fund Pooled separate account | — | — | — | $861K | 2.2% | |
| BNY Mellon Natural Resources Fund Pooled separate account | — | — | — | $711K | 1.8% | |
| DFA U.S. Small Cap Portfolio Fund Pooled separate account | — | — | — | $684K | 1.7% | |
| Cohen & Steers Real Estate Securities Fund Pooled separate account | — | — | — | $636K | 1.6% | |
| DFA Inflation-Protected Securities Portfolio Fund Pooled separate account | — | — | — | $371K | 0.9% | |
| Participant loans Interest rates from 3.5% to 10.5% $0 | — | — | — | $202K | 0.5% |
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