Robert M Gathings signed Forman Watkins Krutz LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forman Watkins Krutz LLP's EIN is 20-0065886.
Download the official 2024 Form 5500 (PDF) for Forman Watkins Krutz LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forman Watkins Krutz LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | Common Collective Trusts | — | — | $4.6M | 17.7% | |
| iShares S&P 500 Index Fund Class K GM | Common Collective Trusts | — | — | $2.0M | 7.8% | |
| Blackrock Global Allocation Fund Class K | Other securities | — | — | $1.9M | 7.1% | |
| Self-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.6M | 6.3% | |
| Franklin Total Return Advantage Fund GM | Mutual Funds | — | — | $1.6M | 6.0% | |
| MFS Government Securities Fund R6 GM | Mutual Funds | — | — | $1.5M | 5.6% | |
| MFS International Growth Fund R6 GM | Mutual Funds | — | — | $1.4M | 5.4% | |
| NYLI Winslow Large Cap Growth Fund R6 | Other securities | — | — | $960K | 3.7% | |
| iShares MSCI EAFE International Index Fund GM | Common Collective Trusts | — | — | $902K | 3.5% | |
| iShares US Aggregate Bond Fund Class K GM | Other securities | — | — | $821K | 3.1% | |
| Putnam Large Cap Value Funds R6 ** 233 Putnam Large Cap Value Funds R6 GM | Mutual Funds | — | — | $706K | 2.7% | |
| NYLI Winslow Large Cap Growth Fund R6 GM | Other securities | — | — | $697K | 2.7% | |
| Neuberger Berman Large Cap Fund R6 GM | Other securities | — | — | $695K | 2.7% | |
| Fidelity Advisor Equity Growth Fund Z GM | Mutual Funds | — | — | $693K | 2.7% | |
| FEDERATED HERMES MDT MID CP R6 MUTUAL FUNDS | Other securities | — | $393K | $485K | 1.9% | |
| Vanguard Federal Money Market Fund GM | Mutual Funds | — | — | $402K | 1.5% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $401K | 1.5% | |
| MacQuarie Small Cap Core Fund R6 GM | Other securities | — | — | $369K | 1.4% | |
| iShares Russell Mid Cap Index Fund GM | Common Collective Trusts | — | — | $302K | 1.2% | |
| Fidelity Advisor Equity Growth Fund Z | Mutual Funds | — | — | $295K | 1.1% | |
| Blackrock Mid Cap Growth Equity Fund K GM | Other securities | — | — | $288K | 1.1% | |
| Franklin Total Return Advantage Fund | Mutual Funds | — | — | $284K | 1.1% | |
| Principal Real Estate Secure Fund | Other securities | — | — | $277K | 1.1% | |
| MFS Core Equity Fund Class R6 | Mutual Funds | — | — | $211K | 0.8% | |
| MFS Government Securities Fund R6 | Mutual Funds | — | — | $201K | 0.8% | |
| Participant loans bearing interest at prime rate or prime | Participant loans | — | — | $166K | 0.6% | |
| iShares Russell 2000 Small Cap Fund GM | Common Collective Trusts | — | — | $161K | 0.6% | |
| Invesco Equity and Income Fund R6 | Mutual Funds | — | — | $130K | 0.5% | |
| American Funds Capital World Fund | Mutual Funds | — | — | $101K | 0.4% | |
| Franklin Small Mid Cap Growth Fund R6 | Mutual Funds | — | — | $88K | 0.3% | |
| Blackrock Mid Cap Growth Equity Fund Class K | Other securities | — | — | $85K | 0.3% | |
| Neuberger Berman Large Cap Fund R6 | Other securities | — | — | $54K | 0.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $21K | <0.1% | |
| iShares Russell 2000 Small Cap Fund K | Common Collective Trusts | — | — | $21K | <0.1% | |
| Blackrock Federal Fund Institutional | Other securities | — | — | $19K | <0.1% | |
| MacQuarie Small Cap Core Fund R6 | Other securities | — | — | $19K | <0.1% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| iShares Russell Mid Cap Index Fund K | Common Collective Trusts | — | — | $7K | <0.1% | |
| iShares US Aggregate Bond Fund K | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
