David Schlee signed Forster & Garbus LLP's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forster & Garbus LLP's EIN is 11-2480782.
Download the official 2022 Form 5500 (PDF) for Forster & Garbus LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Forster & Garbus LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP RETIREMENT SERVICES | 20-4100804 | — | THIRD PARTY ADMINISTRATOR | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.3M | 83.2% | |
| Voya Retirement Insurance and Annuity Company Voya 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 20.3% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $908K | 14.4% | |
| Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Fund | Common Stocks | — | — | $667K | 10.6% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $539K | 8.5% | |
| Oppenheimer International Growth Fund - Class R | Mutual Funds | — | — | $355K | 5.6% | |
| Eagle Small Cap Growth Fund - Class R-6 | Other securities | — | — | $346K | 5.5% | |
| Victory Sycamore Victory Sycamore Established Value Fund - Class R | Other securities | — | — | $344K | 5.4% | |
| American Funds NW Prspctv R6 American Funds NW Balanced R6 | Mutual Funds | — | — | $317K | 5.0% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Portfolio - R6 | Common Stocks | — | — | $306K | 4.9% | |
| Participant Loans (with interest rates ranging from 4.25% to 7.25%) | Bonds / Notes | — | — | $155K | 2.5% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2030 Portfolio Z | Common Stocks | — | — | $135K | 2.1% | |
| DFA U.S. Targeted Valu Port Inst | Mutual Funds | — | — | $118K | 1.9% | |
| Voya Retirement Insurance and Annuity Company Voya Gov Money Market Fund - Class A 33 American Funds American Funds AM Balanced R6 | Mutual Funds | — | — | $109K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2025 Portfolio Z | Common Stocks | — | — | $102K | 1.6% | |
| DFA Inflat-Prot Securities Port Inst | Mutual Funds | — | — | $92K | 1.5% | |
| PIMCO Income Fund Inst | Mutual Funds | — | — | $85K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2040 Portfolio Z | Common Stocks | — | — | $83K | 1.3% | |
| Vanguard Small-Cap Index Fund Admin | Common Collective Trusts | — | — | $80K | 1.3% | |
| Vanguard Mid-Cap Index Fund Admin | Common Collective Trusts | — | — | $76K | 1.2% | |
| Prudential PGIM High Yield Fund R6 | Other securities | — | — | $60K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution Income Port Z | Common Stocks | — | — | $50K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Voya Mid-Cap Growth Equity Fund | Common Stocks | — | — | $43K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2045 Portfolio Z | Common Stocks | — | — | $33K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2050 Portfolio Z 576 * Voya Retirement Insurance and Annuity Company Voya Index Solution 2055 Portfolio Z | Common Stocks | — | — | $11K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2060 Portfolio Z | Common Stocks | — | — | $10K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2035 Portfolio Z | Common Stocks | — | — | $10K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-4317381 | — | SERVICE PROVIDER | $5K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
