Loren KEMP signed Modern Forge Services, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern Forge Services, LLC's EIN is 36-4773498.
Download the official 2023 Form 5500 (PDF) for Modern Forge Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Modern Forge Services, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | OTHER | $91K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | OTHER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Equity Index I | Common Collective Trusts | — | — | $14.7M | 21.3% | |
| Empower Annuity Insurance Guaranteed investment contract - Empower Select Company of America** Guaranteed Fund | Stable Value | — | — | $11.9M | 17.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $10.8M | 15.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $9.7M | 14.1% | |
| American Funds Europacific Gr R4 | Mutual Funds | — | — | $8.6M | 12.5% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $2.7M | 4.0% | |
| DFA US Small Cap I | Mutual Funds | — | — | $2.5M | 3.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $2.0M | 2.9% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $1.7M | 2.5% | |
| Various Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.4M | 2.1% | |
| Participants** Participant notes receivable - Interest rates ranging from 4.25 to 9.50 percent | Other securities | — | — | $1.2M | 1.7% | |
| Empower Trust Company, LLC** American Beacon Lg Cap Value Investor | Common Stocks | — | — | $1.0M | 1.4% | |
| American Century Strat Allc: Mod Inv | Other securities | — | — | $677K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OTHER |
| $300 |
| — |
