Original filing (PDF)20251002132630NAL0000328195001

ROLAND CORPORATION U.S.

Name: ROLAND CORPORATION U.S. — ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN, Form 5500 (2024)
Creator: ROLAND CORPORATION U.S.

Form 5500

FILING_RECEIVED

ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

186

Accounts w/ balance

260

Plan assets (EOY)

$34.3M

Net assets (EOY)

$34.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROLAND CORPORATION U.S..

Plan sponsor

Name

ROLAND CORPORATION U.S.

EIN

95-2771721

Address

5100 S.EASTERN AVE. · LOS ANGELES, CA · 90040

Phone

(323) 890-3714

Industry

Wholesale Tradesee 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

2025-10-02

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP, LLC	33-0818667	—	INVESTMENT ADVISOR	$63K	—
STRATEGIC ADVISORS, INC.

Investments

26 direct securities · 2 pooled funds· $37.2M(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.

Other securities

$30.3M

24 holdings

Common Collective Trust

$3.4M

2 holdings

Common Collective Trusts

$2.9M

1 holding

Bonds / Notes

$479K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund -	Other securities	—	—	$4.0M	11.7%
PGIM Jennison Growth Fund - Class R6 Mutual Fund -	Other securities	—	—	$3.6M	10.5%
Putnam Large Cap Value Fund Class R6 Mutual Fund -	Other securities	—	—	$3.5M	10.3%
Fidelity Managed Income Portfolio Class 2 Collective Investment Trust -	Common Collective Trusts	—	—	$2.9M	8.6%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$2.9M	8.6%
MFS International Intrinsic Value Fund Class R6 Mutual Fund -	Other securities	—	—	$2.8M	8.1%
Fidelity Freedom Index 2030 Fund Mutual Fund -	Other securities	—	—	$2.7M	7.7%
Voya Intermediate Bond Fund Class R6 Mutual Fund -	Other securities	—	—	$1.9M	5.5%
Fidelity Freedom Index 2035 Fund Mutual Fund -	Other securities	—	—	$1.5M	4.5%
MFS Mid Cap Value Fund Class R6 Mutual Fund -	Other securities	—	—	$1.4M	4.2%
Fidelity Freedom Index 2040 Fund Mutual Fund -	Other securities	—	—	$1.4M	4.1%
AB Small Cap Growth Portfolio Class Z Mutual Fund -	Other securities	—	—	$1.3M	3.9%
Fidelity Freedom Index 2025 Fund Mutual Fund -	Other securities	—	—	$1.1M	3.1%
Fidelity Freedom Index 2045 Fund Mutual Fund -	Other securities	—	—	$807K	2.4%
Fidelity BrokerageLink® Self-Directed Brokerage Accounts -	Other securities	—	—	$753K	2.2%
Fidelity Mid Cap Index Fund Mutual Fund -	Other securities	—	—	$572K	1.7%
Fidelity Freedom Index 2050 Fund Mutual Fund -	Other securities	—	—	$552K	1.6%
IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050	Common Collective Trust	—	—	$511K	1.5%
Notes receivable from participants 4.25% - 9.50% -	Bonds / Notes	—	—	$479K	1.4%
Goldman Sachs Small Cap Value Insights Fund Class R6 Mutual Fund -	Other securities	—	—	$396K	1.2%
Fidelity Freedom Index 2055 Fund Mutual Fund -	Other securities	—	—	$395K	1.2%
Fidelity Small Cap Index Fund Mutual Fund -	Other securities	—	—	$360K	1.0%
Fidelity U.S. Bond Index Fund Mutual Fund -	Other securities	—	—	$306K	0.9%
Fidelity Total International Index Fund Mutual Fund -	Other securities	—	—	$295K	0.9%
Fidelity Freedom Index 2020 Fund Mutual Fund -	Other securities	—	—	$245K	0.7%
Fidelity Freedom Index 2060 Fund Mutual Fund -	Other securities	—	—	$182K	0.5%
Invesco Developing Markets Fund Class R6 Mutual Fund -	Other securities	—	—	$143K	0.4%
Fidelity Freedom Index 2065 Fund Mutual Fund -	Other securities	—	—	$73K	0.2%