LISA Navarro-Gonzales signed Forma Automotive, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forma Automotive, LLC's EIN is 36-4788879.
Download the official 2024 Form 5500 (PDF) for Forma Automotive, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forma Automotive, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAN ANTONIO, TX |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA , LLP | 13-5381590 | — | ACCOUNTANT | $22K | — |
