# Rockwell Automation 401(k) Plan
Source: https://planprovider.pro/companies/rockwell-automation-251797617-001

> Rockwell Automation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rockwell Automation

- **Sponsor EIN:** 251797617

- **Sponsor Address:** 1201 S SECOND STREET, MILWAUKEE, WI, 53204

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $3.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$3.8B|$0|$0|

| 2023|0|$3.6B|$0|$0|

| 2022|0|$3.2B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FINANCIAL ENGINES|Investment Advisor|$1,389,547|—|$1,389,547|

| FID INV INST OPS CO|Recordkeeper|$411,155|—|$411,155|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$219,674|—|$219,674|

| TOWERS WATSON INVESTMENT CONSULTING|Other Service Provider|$109,250|—|$109,250|

| PARTNERCOMM INC|Other Service Provider|$41,545|—|$41,545|

| FOLEY & LARDNER|ERISA Attorney|$30,353|—|$30,353|

| WIPFLI|Auditor|$26,835|—|$26,835|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,228,359

- **Estimated Expense Ratio:** 0.059% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,244,850|$1,498,797|$45,923|$26,385|—|

| 2023|$2,080,674|$1,334,166|—|$10,385|—|

| 2022|$2,285,909|—|—|—|—|

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