CHAD Forkrud signed Forstrom Bancorporation Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forstrom Bancorporation Inc.'s EIN is 41-1452688.
Download the official 2024 Form 5500 (PDF) for Forstrom Bancorporation Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forstrom Bancorporation Inc.'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 |
|---|---|---|---|---|---|
| IMPACT RETIREMENT ADVISORS | 99-1021446 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $45K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| E-VALUATOR AGGRESSIVE GROWTH RMS | Other securities | — | — | $4.7M | 28.2% | |
| FORSTROM BANCORP BANK CD | Common Stocks | — | — | $2.4M | 14.3% | |
| E-VALUATOR GROWTH RMS | Other securities | — | — | $2.1M | 12.6% | |
| AMERICAN FUNDS AM BALANCED R6 | Mutual Funds | — | — | $1.8M | 10.6% | |
| FIDELITY 500 INDEX INST'L PREM | Common Collective Trusts | — | — | $1.3M | 7.7% | |
| PUTNAM LARGE CAP GROWTH R6 | Mutual Funds | — | — | $947K | 5.7% | |
| E-VALUATOR MODERATE RMS | Other securities | — | — | $726K | 4.4% | |
| VANGUARD VALUE INDEX ADMIRAL | Mutual Funds | — | — | $414K | 2.5% | |
| BAIRD CORE PLUS BOND INST'L | Other securities | — | — | $394K | 2.4% | |
| E-VALUATOR VERY CONSERVATIVE RMS | Other securities | — | — | $263K | 1.6% | |
| BRIDGEWAY SMALL-CAP VALUE | Other securities | — | — | $206K | 1.2% | |
| METLIFE STABLE VALUE | Stable Value | — | — | $184K | 1.1% | |
| MET MASTER TRUST 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $184K | 1.1% | |
| CARILLON EAGLE MID CAP GROWTH R6 | Other securities | — | — | $165K | 1.0% | |
| PGIM JENNISON SMALL CO Q | Common Stocks | — | — | $142K | 0.9% | |
| E-VALUATOR CONSERVATIVE RMS | Other securities | — | — | $140K | 0.8% | |
| AMERICAN FUNDS NW PERSPECTIVE R6 | Mutual Funds | — | — | $137K | 0.8% | |
| E-VALUATOR CONSERVATIVE/MODERATE RMS | Other securities | — | — | $118K | 0.7% | |
| PRINCIPAL MIDCAP VALUE I R6 | Other securities | — | — | $108K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $106K | 0.6% | |
| GS GQG PARTNERS INT'L OPP R6 | Other securities | — | — | $74K | 0.4% | |
| T ROWE PRICE INT'L DISCOVERY | Mutual Funds | — | — | $58K | 0.3% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $36K | 0.2% | |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX | U.S. Treasuries | — | — | $24K | 0.1% | |
| COHEN & STEERS REAL ASSETS Z | Other securities | — | — | $9K | <0.1% | |
| PIMCO STOCKSPLUS INT'L USD - HED | Mutual Funds | — | — | $9K | <0.1% | |
| PIMCO INT'L BD USD-HDGD INST | Mutual Funds | — | — | $5K | <0.1% |
