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Original filing (PDF)20251015163918NAL0002761667001
FORMA AUTOMOTIVE, LLC
Form 5500
FILING_RECEIVED
FORMA AUTOMOTIVE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~230 bps in Sched C fees
Active participants
166
Accounts w/ balance
182
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 230 bps in Schedule C fees — 342% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORMA AUTOMOTIVE, LLC.
Plan sponsor
Name
FORMA AUTOMOTIVE, LLC
EIN
36-4788879
Address
45 NE INTERSTATE 410 LOOP · SUITE 902 · SAN ANTONIO, TX · 78216
Phone
(210) 888-0410
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | SAN ANTONIO, TX | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA , LLP | 13-5381590 | — | ACCOUNTANT | $22K | — |
Investments
16 direct securities · 3 pooled funds· $1.2M(97% of reported assets)
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.
Registered Investment Companies
$1.2M
16 holdings
Common Collective Trust
$88K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $190K | 14.8% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $154K | 12.0% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $126K | 9.8% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $122K | 9.5% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $109K | 8.5% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $74K | 5.8% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $74K | 5.8% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $64K | 5.0% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $63K | 4.9% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $62K | 4.8% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $49K | 3.8% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $45K | 3.5% | |
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $41K | 3.2% | |
| VICTORY PIONEER BOND A | Registered Investment Companies | — | — | $22K | 1.7% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $20K | 1.6% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $18K | 1.4% | |
| T.ROWE PRICE REAL ESTATE - ADV | Registered Investment Companies | — | — | $7K | 0.5% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $5K | 0.4% | |
| VIC PIO STRATEGIC INCOME A | Registered Investment Companies | — | — | $3K | 0.2% |
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