Rockwell Automation Inc Defined Contribution Master Trust — Form 5500 plan (Rockwell Automation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockwell Automation Inc Defined Contribution Master Trust is a benefit plan reported by Rockwell Automation under EIN 25-1797617 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,649,662,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockwell Automation
- EIN
- 25-1797617
- Plan number
- 001
- Plan type
- 4
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $3,649,662,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003204814NAL0005186643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,649,662,557
- Total liabilities (EOY)
- $36,830
- Net assets (EOY)
- $3,649,625,727
- Net assets (BOY)
- $3,182,997,276
Income & contributions
- Total contributions
- $0
- Total income / additions
- $561,139,739
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,080,674
- Total expenses
- $2,080,674
- Net increase / (decrease)
- $559,059,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | ADVISOR | $1,232,041 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $382,381 | $0 | 2023 |
| Alight Solutions LLC | OTHER | $243,710 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Consulting | CONSULTANT | $102,125 | not reported in the loaded dataset | 2023 |
| Foley & Lardner | LEGAL | $46,949 | not reported in the loaded dataset | 2023 |
| Wipfli | AUDIT/ACCTNG | $10,385 | not reported in the loaded dataset | 2023 |
| Partnercomm Inc | CONSULTANT | $9,928 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rockwell Automation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Financial Engines — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Towers Watson Investment Consulting — Schedule C compensation
- Foley & Lardner — Schedule C compensation
- Wipfli — Schedule C compensation
- Partnercomm Inc — Schedule C compensation