Karen Cox signed Robertshaw Controls Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robertshaw Controls Company's EIN is 99-3817898.
Download the official 2024 Form 5500 (PDF) for Robertshaw Controls Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robertshaw Controls Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.8M | 77.2% | |
| [Assets held in common collective trust] | Other | — | — | $6.8M | 22.0% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.8M | 12.2% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.9M | 6.2% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.6% | |
| [Assets held in participant loans] | Other | — | — | $249K | 0.8% |
