KIM Morse signed Forest City Trading Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forest City Trading Group, LLC's EIN is 20-1805580.
Download the official 2024 Form 5500 (PDF) for Forest City Trading Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forest City Trading Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| R V KUHNS & ASSOCIATES INC | 93-0910652 | — | NONE | $26K | — |
| DELAP LLP | 93-0418710 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds Institutional Index Fund | Common Collective Trusts | — | — | $24.3M | 9.7% | |
| Vanguard Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $21.6M | 8.6% | |
| Vanguard Funds Extended Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $19.7M | 7.9% | |
| Vanguard Funds PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $17.6M | 7.0% | |
| Vanguard Funds Windsor II Fund Admiral Shares | Mutual Funds | — | — | $16.7M | 6.6% | |
| Vanguard Funds Federal Money Market Fund | Mutual Funds | — | — | $14.2M | 5.7% | |
| Vanguard Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $12.6M | 5.0% | |
| Harbor Funds Capital Appreciation Fund, Retirement Class | Mutual Funds | — | — | $11.7M | 4.7% | |
| Vanguard Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $11.2M | 4.5% | |
| Vanguard Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $9.8M | 3.9% | |
| Vanguard Funds Target Retirement 2060 Fund | Mutual Funds | — | — | $9.1M | 3.6% | |
| Vanguard Funds Target Retirement 2055 Fund | Mutual Funds | — | — | $8.8M | 3.5% | |
| Vanguard Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $8.6M | 3.4% | |
| Vanguard Funds International Growth Fund Admiral Shares Fund | Mutual Funds | — | — | $8.5M | 3.4% | |
| VGI RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.3M | 3.3% | |
| Company Pacific Investment Management Total Return Fund Institutional Class | Common Stocks | — | — | $7.2M | 2.9% | |
| Company LLC (PIMCO) * Vanguard Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $6.1M | 2.4% | |
| T. Rowe Price Science & Technology Fund Retail Shares | Other securities | — | — | $5.2M | 2.1% | |
| Vanguard Funds Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.4M | 1.8% | |
| Vanguard Group Inc. Vanguard Brokerage Option | Mutual Funds | — | — | $4.2M | 1.7% | |
| Vanguard Funds Explorer Fund Admiral Shares | Mutual Funds | — | — | $4.0M | 1.6% | |
| Vanguard Funds Target Retirement 2020 Fund | Mutual Funds | — | — | $3.9M | 1.5% | |
| DFA U.S. Targeted Value Portfolio Fund | Mutual Funds | — | — | $3.9M | 1.5% | |
| Vanguard Funds Total International Stock Index | Mutual Funds | — | — | $2.7M | 1.1% | |
| Fund Admiral Shares Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.4M | 1.0% | |
| DWS RREEF Real Estate Securities Fund Institutional Class | Other securities | — | — | $1.5M | 0.6% | |
| Participant loans Notes receivable from participants, with maturity dates ranging from February 2025 to October 2051 and interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $1.2M | 0.5% | |
| PIMCO All Asset Fund Institutional Shares | Mutual Funds | — | — | $1.0M | 0.4% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $587K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $18K |
| — |
