Kathleen Wagner signed Forms & Surfaces Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forms & Surfaces Inc.'s EIN is 25-1476717.
Download the official 2024 Form 5500 (PDF) for Forms & Surfaces Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forms & Surfaces Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.7M | 13.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.6M | 10.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.9M | 8.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 8.5% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $2.4M | 7.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.9M | 5.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.7M | 4.9% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $1.5M | 4.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1.0M | 3.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $971K | 2.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $916K | 2.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $885K | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $698K | 2.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $680K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $623K | 1.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $562K | 1.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $556K | 1.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $453K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $367K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $287K | 0.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $275K | 0.8% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $240K | 0.7% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $70K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $51K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
