Plan Snapshot
- Plan Sponsor: Rockwell Automation, INC.
- Sponsor EIN: 251797617
- Sponsor Address: 1201 S. SECOND STREET, MILWAUKEE, WI, 53204
- Plan Type: DB
- Total Participants: 1,841
- Total Assets: $1.8B
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 | 1,841 | $1.8B | $70.0M | $0 |
| 2023 | 2,001 | $1.8B | $0 | $0 |
| 2022 | 2,136 | $2.1B | $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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.001% 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 | $12,988,571 | $4,152,751 | — | $10,000 | — |
| 2023 | $19,265,739 | $4,482,719 | — | $17,400 | — |
| 2022 | $10,451,420 | $6,960,165 | $2,025 | — | $803,657 |