Robertshaw Controls Company 401(k) Plan: Login, Facts & Contact Information

Robertshaw Controls Company 401(k) Plan Facts

Plan name
ROBERTSHAW CONTROLS COMPANY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROBERTSHAW CONTROLS COMPANY
Participants
302 (145 active employees)
Former employees with a balance
140
Plan assets
$27,910,052 at Dec 31, 2023
Average account balance
$98,622 across 283 accounts
Employer contributions
$719,709 in plan year 2023 (24% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jun 2, 2014
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 9, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $3.05 million went into the plan in contributions, $719,709 of it from the employer (24%).
  • $3.18 million was paid out to participants.
  • Investment and other income added $4.40 million.
  • Administrative expenses were $15,470, about $55 per account.

How the Robertshaw Controls Company 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018373$25.5 million$871,904$4.26 million
2019322$28.2 million$747,300$4.73 million
2020324$29.4 million$659,811$4.80 million
2021303$30.7 million$721,141$6.25 million
2022302$23.6 million$711,703$4.68 million
2023302$27.9 million$719,709$3.18 million

Robertshaw Controls Company 401(k) Contact Information

Phone
630-260-3147
Mailing address
1222 HAMILTON PARKWAY, ITASCA IL 60143
Plan sponsor
ROBERTSHAW CONTROLS COMPANY
Employer identification number (EIN)
54-1419531
Plan number
001

Questions about the Robertshaw Controls Company 401(k)

Does Robertshaw Controls Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $719,709, 24% of all contributions.

Does the Robertshaw Controls Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Robertshaw Controls Company 401(k) plan?

302 participants at the start of plan year 2023, 145 of them active employees, and 140 former employees who still had money in the plan.

What is the average 401(k) balance at Robertshaw Controls Company?

About $98,622 per account: $27.9 million in plan assets across 283 accounts with a balance at the end of plan year 2023.

Who manages the Robertshaw Controls Company 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Robertshaw Controls Company. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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