Jenny Taylor signed Roxul USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roxul USA Inc.'s EIN is 99-0378111.
Download the official 2024 Form 5500 (PDF) for Roxul USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roxul USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index ADM Units of mutual funds | Common Collective Trusts | — | — | $9.9M | 14.0% | |
| T Rowe Price Retirement 2040 Trust Units of collective trust funds | Common Collective Trusts | — | — | $6.5M | 9.2% | |
| Investment contract, at contract value Units of separate account subject to * Principal Preservation Separate Account | Pooled Separate Accounts | — | — | $5.8M | 8.3% | |
| T Rowe Price Retirement 2030 Trust Units of collective trust funds | Common Collective Trusts | — | — | $5.7M | 8.1% | |
| T Rowe Price Retirement 2025 Trust Units of collective trust funds | Common Collective Trusts | — | — | $5.5M | 7.8% | |
| JPMorgan Growth Advantage R6 Units of mutual funds | Other securities | — | — | $4.6M | 6.6% | |
| T Rowe Price Retirement 2035 Trust Units of collective trust funds | Common Collective Trusts | — | — | $4.5M | 6.5% | |
| T Rowe Price Retirement 2050 Trust Units of collective trust funds | Common Collective Trusts | — | — | $3.8M | 5.5% | |
| T Rowe Price Retirement 2045 Trust Units of collective trust funds | Common Collective Trusts | — | — | $3.4M | 4.9% | |
| Vanguard Total International Stock Index ADM Units of mutual funds | Mutual Funds | — | — | $3.1M | 4.4% | |
| T Rowe Price Retirement 2055 Trust Units of collective trust funds | Common Collective Trusts | — | — | $3.0M | 4.3% | |
| Vanguard Equity Income ADM Units of mutual funds | Mutual Funds | — | — | $2.7M | 3.8% | |
| Vanguard Total Bond Market Index ADM Units of mutual funds | Mutual Funds | — | — | $2.0M | 2.8% | |
| Vanguard Small Cap Value Index Adm Units of mutual funds | Mutual Funds | — | — | $1.9M | 2.7% | |
| with various maturity dates through 2036, | Other securities | — | — | $1.9M | 2.7% | |
| T Rowe Price Retirement 2060 Trust Units of collective trust funds | Common Collective Trusts | — | — | $1.4M | 1.9% | |
| T Rowe Price Retirement 2020 Trust Units of collective trust funds | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Fidelity Small Cap Growth K6 Units of mutual funds | Mutual Funds | — | — | $733K | 1.0% | |
| T Rowe Price Retirement 2010 Trust Units of collective trust funds | Common Collective Trusts | — | — | $464K | 0.7% | |
| T Rowe Price Retirement 2065 Trust Units of collective trust funds | Common Collective Trusts | — | — | $412K | 0.6% | |
| Loomis Sayles Strategic Income Units of mutual funds | Other securities | — | — | $355K | 0.5% | |
| T Rowe Price International Discovery I Units of mutual funds | Mutual Funds | — | — | $337K | 0.5% | |
| Invesco Developing Markets R6 Units of mutual funds | Mutual Funds | — | — | $273K | 0.4% | |
| PIMCO Total Return - Inst Units of mutual funds | Mutual Funds | — | — | $250K | 0.4% | |
| T Rowe Price Retirement Balanced Trst A Units of collective trust funds | Common Collective Trusts | — | — | $225K | 0.3% | |
| T Rowe Price Retirement 2015 Trust Units of collective trust funds | Common Collective Trusts | — | — | $96K | 0.1% | |
| T Rowe Price Retirement 2005 Trust Units of collective trust funds | Common Collective Trusts | — | — | $90K | 0.1% | |
| DFA Global Real Estate Securities Units of mutual funds | Mutual Funds | — | — | $35K | <0.1% | |
| PIMCO Commodity Real Ret Strat Instl Units of mutual funds | Mutual Funds | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OAKBROOK TERRACE, IL |
| INVESTMENT ADVISOR |
| $33K |
| — |
