Kayla Fowler signed Forge Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forge Consulting, LLC's EIN is 27-0041577.
Download the official 2024 Form 5500 (PDF) for Forge Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forge Consulting, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 35-2467663 | — | ADVISORY | $15K | — |
| ARGI INVESTMENT SERVICES, LLC | 27-1003080 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 334 Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $1.8M | 14.5% | |
| Great-West 108,612 Yourpath 2035 Moderate | Other securities | — | — | $1.6M | 12.4% | |
| Great-West 106,454 Yourpath 2025 Moderate | Other securities | — | — | $1.4M | 11.4% | |
| Great-West 88,311 Yourpath 2045 Moderate | Other securities | — | — | $1.3M | 10.7% | |
| Nuveen 15,961 Nuveen Large Cap Growth Index | Mutual Funds | — | — | $1.1M | 8.6% | |
| Great-West 46,659 Yourpath 2050 Moderate | Other securities | — | — | $706K | 5.7% | |
| Great-West 45,264 Yourpath 2040 Moderate | Other securities | — | — | $672K | 5.4% | |
| Great-West 36,421 Yourpath 2055 Moderate | Other securities | — | — | $555K | 4.4% | |
| Vanguard 22,463 Vanguard Target Retirement Income Invester Shares | Mutual Funds | — | — | $294K | 2.4% | |
| Vanguard 2,529 Vanguard Mid Cap Growth Index Admiral Shares | Mutual Funds | — | — | $276K | 2.2% | |
| Great-West 15,355 Yourpath 2060 Moderate | Other securities | — | — | $233K | 1.9% | |
| Great-West 18,877 Yourpath 2055 Aggressive | Other securities | — | — | $219K | 1.7% | |
| Vanguard 8,644 Vanguard Target Retirement 2035 Investor Shares | Mutual Funds | — | — | $207K | 1.7% | |
| Great-West 14,525 Yourpath 2020 Moderate | Other securities | — | — | $195K | 1.6% | |
| Nuveen 7,566 Nuveen Large Cap Value Index | Mutual Funds | — | — | $194K | 1.5% | |
| Great-West 13,279 Yourpath 2030 Moderate | Other securities | — | — | $182K | 1.5% | |
| Vanguard 1,282 Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $148K | 1.2% | |
| American Funds 2,167 American Funds New Perspective Class R6 | Mutual Funds | — | — | $135K | 1.1% | |
| Vanguard 403 Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $132K | 1.1% | |
| Vanguard 3,229 Vanguard Target Retirement 2030 Investor Shares | Mutual Funds | — | — | $122K | 1.0% | |
| Vanguard 1,391 Vanguard Small Cap Value Index Admiral Shares | Mutual Funds | — | — | $118K | 0.9% | |
| Vanguard 3,155 Vanguard Emerging Markets Stock Idx Admrl Shares | Common Collective Trusts | — | — | $116K | 0.9% | |
| Vanguard 817 Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $103K | 0.8% | |
| Participant Loans Interest Rates (5.25% to 10.50%) | Bonds / Notes | — | — | $103K | 0.8% | |
| Great-West 7,210 Yourpath 2065 Aggressive | Other securities | — | — | $85K | 0.7% | |
| Vanguard 1,665 Vanguard Target Retirement 2050 Investor Shares | Mutual Funds | — | — | $83K | 0.7% | |
| DFA 6,264 DFA Inflation Protected Securities Institutional Class | Mutual Funds | — | — | $67K | 0.5% | |
| Vanguard 1,403 Vanguard Target Retirement 2040 Investor Shares | Mutual Funds | — | — | $61K | 0.5% | |
| Vanguard 972 Vanguard Target Retirement 2055 Investor Shares | Mutual Funds | — | — | $54K | 0.4% | |
| Vanguard 2,938 Vanguard Developed Markets Index Admiral Shares | Mutual Funds | — | — | $45K | 0.4% | |
| Great-West 2,645 Yourpath 2065 Moderate | Other securities | — | — | $42K | 0.3% | |
| Vanguard 754 Vanguard High Yield Corporate Admiral Shares | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard 573 Vanguard Target Retirement 2060 Investor Shares | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard 2,504 Vanguard Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $24K | 0.2% | |
| Vanguard 1,201 Vanguard Target Retirement 2025 Investor Shares | Mutual Funds | — | — | $22K | 0.2% | |
| Great-West 918 Yourpath 2015 Moderate | Other securities | — | — | $12K | <0.1% | |
| Great-West 889 Yourpath 2045 Aggressive | Other securities | — | — | $11K | <0.1% | |
| Lincoln 5,609 Lincoln Stable Value Account | Stable Value | — | — | $7K | <0.1% | |
| Great-West 270 Yourpath 2050 Conservative | Other securities | — | — | $3K | <0.1% | |
| Great-West 199 Yourpath 2040 Aggressive | Other securities | — | — | $2K | <0.1% | |
| Great-West 73 Yourpath 2050 Aggressive | Other securities | — | — | $2K | <0.1% | |
| Great-West 121 Yourpath 2035 Aggressive | Other securities | — | — | $1K | <0.1% | |
| Great-West 133 Yourpath 2035 Conservative | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISORY |
| $4K |
| — |
