Marti Novak signed St. Croix Forge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Croix Forge, Inc.'s EIN is 41-1932796.
Download the official 2024 Form 5500 (PDF) for St. Croix Forge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Croix Forge, Inc.'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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.5M | 86.1% | |
| [Assets held in common collective trust] | Other | — | — | $1.0M | 10.5% | |
| FISHER ALL WORLD EQUITY 3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $970K | 9.8% | |
| [Assets held in participant loans] | Other | — | — | $333K | 3.4% | |
| FISHER US FIXED INC 3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $70K | 0.7% |
