Louann Casares signed Forbidden Fruit Ciderhouse, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forbidden Fruit Ciderhouse, LLC's EIN is 27-2096086.
Download the official 2024 Form 5500 (PDF) for Forbidden Fruit Ciderhouse, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forbidden Fruit Ciderhouse, LLC'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV. | — | IRVINE, CA | RECORDKEEPER | $680 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL INC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 | Mutual Funds | — | — | $1.3M | 35.1% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 | Mutual Funds | — | — | $726K | 19.6% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 | Mutual Funds | — | — | $539K | 14.5% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 | Mutual Funds | — | — | $362K | 9.8% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 | Mutual Funds | — | — | $222K | 6.0% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 | Mutual Funds | — | — | $129K | 3.5% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R6 | Mutual Funds | — | — | $127K | 3.4% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R6 | Mutual Funds | — | — | $54K | 1.5% | |
| Fidelity | Mutual Funds | — | — | $38K | 1.0% | |
| T. ROWE PRICE STABLE VALUE TRST A T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $10K | 0.3% | |
| Dodge & Cox | Mutual Funds | — | — | $6K | 0.2% | |
| Calvert International | Other securities | — | — | $6K | 0.2% | |
| TCW | Other securities | — | — | $220 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
