Christopher Wright signed Forward Slope Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forward Slope Incorporated's EIN is 33-0759000.
Download the official 2024 Form 5500 (PDF) for Forward Slope Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forward Slope Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.6M | 22.9% | |
| PIMCO Low Duration Inst Fund | Mutual Funds | — | — | $1.8M | 11.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 8.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $844K | 5.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $772K | 4.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $632K | 4.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $614K | 3.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $612K | 3.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $578K | 3.7% | |
| American Century Investments American Century Select I Fund | Other securities | — | — | $568K | 3.6% | |
| BlackRock Equity Dividend K Fund | Other securities | — | — | $558K | 3.6% | |
| Principal Life Insurance Company Principal MidCap Separate Account - Z | Pooled Separate Accounts | — | — | $410K | 2.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $410K | 2.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $370K | 2.4% | |
| BlackRock iShares MSCI EAFE International Index K Fund | Other securities | — | — | $293K | 1.9% | |
| Invesco Developing Markets R6 Fund | Mutual Funds | — | — | $289K | 1.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $277K | 1.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $249K | 1.6% | |
| Invesco Oppenheimer International Growth R6 Fund | Mutual Funds | — | — | $245K | 1.6% | |
| Invesco Main Street Mid Cap R6 Fund | Mutual Funds | — | — | $236K | 1.5% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $190K | 1.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $174K | 1.1% | |
| Invesco Short Term Bond R6 Fund | Mutual Funds | — | — | $163K | 1.0% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $162K | 1.0% | |
| DWS RREEF Real Estate Securities R6 Fund | Other securities | — | — | $128K | 0.8% | |
| Franklin Templeton Investments Franklin High Income R6 Fund | Mutual Funds | — | — | $109K | 0.7% | |
| Franklin Templeton Investments Franklin Income R6 Fund | Mutual Funds | — | — | $84K | 0.5% | |
| Invesco International Bond R6 Fund | Mutual Funds | — | — | $84K | 0.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $65K | 0.4% | |
| American Funds American Funds Income Fund of America R6 Fund | Mutual Funds | — | — | $63K | 0.4% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | $84K | $17K | 0.1% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income Fund | Common Stocks | — | — | $17K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $17K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $12K | <0.1% |
