AMY Otterson signed Bank Forward's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bank Forward's EIN is 45-0192700.
Download the official 2024 Form 5500 (PDF) for Bank Forward from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bank Forward'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| The American Funds Mutual Fund - Am Fds Grth Fund of Am R6 Fund | Mutual Funds | — | — | $6.0M | 17.1% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $3.2M | 9.1% | |
| The American Funds Mutual Fund - Am Fds New Persp R6 Fund | Mutual Funds | — | — | $2.9M | 8.3% | |
| Principal Funds Inc Mutual Fund - Prin MidCap S&P 500 Idx R6 Fd | Common Collective Trusts | — | — | $2.5M | 7.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.3M | 6.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 5.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.6M | 4.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 4.4% | |
| Principal Funds Inc Mutual Fund - Prin SAM Balanced Inst Port | Common Stocks | — | — | $1.5M | 4.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Principal Funds Inc Mutual Fund - Prin Lgcap Growth I Inst Fund | Common Stocks | — | — | $941K | 2.7% | |
| BlackRock Mutual Fund - BlackRock Global Alloc K Fd | Other securities | — | — | $921K | 2.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $919K | 2.6% | |
| Principal Funds Inc Mutual Fund - Prin Midcap Growth Inst Fund | Common Stocks | — | — | $841K | 2.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $707K | 2.0% | |
| The American Funds Mutual Fund - Amer Funds Smcap World R6 Fund | Mutual Funds | — | — | $631K | 1.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $572K | 1.6% | |
| Principal Funds Inc Mutual Fund - Prin Midcap R6 Fund | Common Stocks | — | — | $541K | 1.5% | |
| Franklin Templeton Investments Inc. Mutual Fund - Franklin Sm Cap Growth R6 Fund | Mutual Funds | — | — | $452K | 1.3% | |
| Lord Abbett Mutual Fund - Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $439K | 1.3% | |
| Principal Funds Inc Mutual Fund - Prin SAM Cons Growth Inst Port | Common Stocks | — | — | $385K | 1.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $369K | 1.1% | |
| Principal Funds Inc Mutual Fund - Prin Real Estate Secs R6 Fd | Common Stocks | — | — | $365K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $315K | 0.9% | |
| Principal Funds Inc Mutual Fund - Principal Core Fixed | Common Stocks | — | — | $315K | 0.9% | |
| Principal Funds Inc Mutual Fund - Prin Smcap S&P 600 Idx Inst Fd | Common Collective Trusts | — | — | $258K | 0.7% | |
| Principal Funds Inc Mutual Fund - Prin SAM Strat Grwth Inst Port | Common Stocks | — | — | $214K | 0.6% | |
| Principal Funds Inc Mutual Fund - Prin Midcap Value I Inst Fd | Common Stocks | — | — | $185K | 0.5% | |
| Principal Funds Inc Mutual Fund - Prin MidCap S&P 400 Idx R6 Fd | Common Collective Trusts | — | — | $171K | 0.5% | |
| Oppenheimer Mutual Fund - Oppen Developing Mkts R6 Fund | Mutual Funds | — | — | $155K | 0.4% | |
| Principal Funds Inc Mutual Fund - Prin SAM Cons Bal Inst Port | Common Stocks | — | — | $133K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $95K | 0.3% | |
| Parnassus Mutual Fund - Parnassus Value Equity Inst Fd | Other securities | — | — | $91K | 0.3% | |
| Principal Funds Inc Mutual Fund - Prin Smallcap Value II R6 Fd | Common Stocks | — | — | $79K | 0.2% | |
| (E) | Other securities | — | $95K | $79K | 0.2% | |
| Principal Funds Inc Mutual Fund - Prin Equity Income Inst Fund | Common Stocks | — | — | $77K | 0.2% | |
| PIMCO Funds Mutual Fund - PIMCO Real Return Instl Fund | Mutual Funds | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $10K | <0.1% | |
| Principal Funds Inc Mutual Fund - Prin SAM Flex Inc Inst Port | Common Stocks | — | — | $10K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
