BETH Donabedian signed Forrester Research Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forrester Research Inc.'s EIN is 04-2797789.
Download the official 2024 Form 5500 (PDF) for Forrester Research Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forrester Research Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | INVESTMENT ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 314,138 Fidelity 500 Index Institutional Class | Common Collective Trusts | — | — | $63.9M | 17.9% | |
| Fidelity Investments 1,321,513 Fidelity Contrafund - Class K6 | Mutual Funds | — | — | $41.0M | 11.5% | |
| T. Rowe Price 1,452,818 T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $27.5M | 7.7% | |
| T. Rowe Price 1,113,777 T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $24.8M | 6.9% | |
| T. Rowe Price 1,225,426 T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $24.4M | 6.8% | |
| T. Rowe Price 893,065 T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $18.8M | 5.3% | |
| T. Rowe Price 516,862 T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $15.8M | 4.4% | |
| T. Rowe Price 559,282 T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $14.3M | 4.0% | |
| T. Rowe Price 668,202 T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $11.1M | 3.1% | |
| MFS 349,647 MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $10.9M | 3.1% | |
| Fidelity Investments 724,999 Fidelity Diversified International Fund | Mutual Funds | — | — | $10.2M | 2.9% | |
| T. Rowe Price 225,987 T. Rowe Price QM U.S. Small Cap Growth Equity Fund | Other securities | — | — | $9.7M | 2.7% | |
| T. Rowe Price 263,011 T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $9.1M | 2.5% | |
| PIMCO 764,054 PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $6.4M | 1.8% | |
| Fidelity Investments 185,905 Fidelity Mid Cap Index Fund Premium Class | Common Collective Trusts | — | — | $6.3M | 1.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.6% | |
| T. Rowe Price 315,538 T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $5.2M | 1.5% | |
| T. Rowe Price 89,200 T. Rowe Price Small-Cap Value Fund | Other securities | — | — | $4.7M | 1.3% | |
| Fidelity Investments 168,274 Fidelity Small Cap Index Fund Premium Class | Common Collective Trusts | — | — | $4.7M | 1.3% | |
| Fidelity Investments 389,780 Fidelity Strategic Income Fund | Mutual Funds | — | — | $4.5M | 1.3% | |
| Fidelity Investments 313,921 Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $4.4M | 1.2% | |
| Fidelity Investments 417,056 Fidelity US Bond Index Premium Class | Mutual Funds | — | — | $4.2M | 1.2% | |
| JP Morgan Asset Management 85,753 JPMorgan Mid Cap Value Fund Institutional Class | Other securities | — | — | $3.1M | 0.9% | |
| Columbia 290,367 Columbia Overseas Value A Fund | Other securities | — | — | $3.0M | 0.8% | |
| PIMCO 273,863 PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $2.7M | 0.8% | |
| INVS 70,496 INVS DEVELOP MKT Y | Other securities | — | — | $2.6M | 0.7% | |
| Columbia 82,039 Columbia Dividend Income Fund | Other securities | — | — | $2.6M | 0.7% | |
| Cohen & Steers 36,812 Cohen & Steers Realty Shares Fund | Other securities | — | — | $2.4M | 0.7% | |
| T. Rowe Price 87,822 T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $1.6M | 0.5% | |
| Loans to participants at a reasonable rate of interest fixed at the time * Notes receivable from participants the loan is made, interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 0.4% | |
| T. Rowe Price 118,145 T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $1.5M | 0.4% | |
| T. Rowe Price 47,043 T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $591K | 0.2% | |
| INVS 128,931 INVS INTL BOND Y | Other securities | — | — | $510K | 0.1% | |
| Principal Global Investors 43,796 Principal Financial Global Real Estate Fund Institutional Class | Other securities | — | — | $399K | 0.1% | |
| PIMCO 29,988 PIMCO Commodity Real Return Strategy Fund Institutional Class | Mutual Funds | — | — | $394K | 0.1% | |
| Fidelity Investments 331,550 Fidelity Govt Market Fund | Mutual Funds | — | — | $332K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOLF & COMPANY, P.C. | 04-2689883 | — | ACCOUNTANT/AUDITOR | $19K | — |
