Plan5500

2023 Form 5500 filing — Rockwell Automation Inc Defined Contribution Master Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003204814NAL0005186643001) for Rockwell Automation Inc Defined Contribution Master Trust, reported by Rockwell Automation under EIN 25-1797617 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003204814NAL0005186643001
Filing year
2023
Form type
4
Plan sponsor
Rockwell Automation
EIN
25-1797617
Plan number
001
Location
Milwaukee, WI
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,649,662,557
Total liabilities (EOY)
$36,830
Net assets (EOY)
$3,649,625,727
Total income / additions
$561,139,739
Benefits paid
$0
Administrative expenses
$2,080,674
Total expenses
$2,080,674
Net increase / (decrease)
$559,059,065
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Financial EnginesADVISOR$1,232,041not reported in the loaded dataset
Fid Inv Inst Ops CoRECORDKEEPER$382,381$0
Alight Solutions LLCOTHER$243,710not reported in the loaded dataset
Towers Watson Investment ConsultingCONSULTANT$102,125not reported in the loaded dataset
Foley & LardnerLEGAL$46,949not reported in the loaded dataset
WipfliAUDIT/ACCTNG$10,385not reported in the loaded dataset
Partnercomm IncCONSULTANT$9,928not reported in the loaded dataset

Related Form 5500 pages