Michael Rodgers signed Forward Space LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forward Space LLC's EIN is 47-1202264.
Download the official 2024 Form 5500 (PDF) for Forward Space LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forward Space LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $969 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $30K | — |
| MESIROW FINANCIAL | 36-3429599 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Spartan 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 14.9% | |
| Fidelity Management Trust Company Equity Growth Fund | Mutual Funds | — | — | $1.9M | 11.2% | |
| Fidelity Management Trust Company Freedom Income 2025 Z | Mutual Funds | — | — | $1.7M | 10.0% | |
| Fidelity Management Trust Company Freedom Income 2030 Z | Mutual Funds | — | — | $1.2M | 7.1% | |
| Fidelity Management Trust Company Freedom Income 2050 Z | Mutual Funds | — | — | $1.1M | 6.6% | |
| Fidelity Management Trust Company Freedom Income 2045 Z | Mutual Funds | — | — | $939K | 5.5% | |
| Fidelity Management Trust Company Spartan Extended Market Index Fund | Common Collective Trusts | — | — | $935K | 5.5% | |
| Fidelity Management Trust Company Freedom Income 2035 Z | Mutual Funds | — | — | $705K | 4.2% | |
| Fidelity Management Trust Company Freedom Income 2020 Z | Mutual Funds | — | — | $622K | 3.7% | |
| Fidelity Management Trust Company Money Market Retirement Government Fund | Mutual Funds | — | — | $612K | 3.6% | |
| Fidelity Management Trust Company Capital and Income Fund Class I | Mutual Funds | — | — | $559K | 3.3% | |
| Fidelity Management Trust Company Government Income Fund | Mutual Funds | — | — | $518K | 3.1% | |
| Fidelity Management Trust Company Small Cap Index Fund | Common Collective Trusts | — | — | $504K | 3.0% | |
| Fidelity Management Trust Company Freedom Income 2040 Z | Mutual Funds | — | — | $487K | 2.9% | |
| Fidelity Management Trust Company Freedom Income 2055 Z | Mutual Funds | — | — | $388K | 2.3% | |
| Stable value collective trust (held by Fidelity Management Trust Company) * Fidelity Management Trust Company Advisor Stable Value Portfolio | Stable Value | — | — | $358K | 2.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $334K | 2.0% | |
| Fidelity Management Trust Company Strategic Income Fund | Mutual Funds | — | — | $308K | 1.8% | |
| American Century Investments Ultra Advisor Fund | Other securities | — | — | $280K | 1.7% | |
| Fidelity Management Trust Company Diversified International Fund | Mutual Funds | — | — | $268K | 1.6% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $207K | 1.2% | |
| Fidelity Management Trust Company Freedom Income 2060 Z | Mutual Funds | — | — | $198K | 1.2% | |
| Wells Fargo Special Mid Cap Value Fund | Other securities | — | — | $178K | 1.0% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $120K | 0.7% | |
| Participant loans Interest ranging from 4.25 to 9.50% - | Bonds / Notes | — | — | $94K | 0.6% | |
| AllianceBernstein Global Risk Allocation Fund | Other securities | — | — | $93K | 0.5% | |
| Fidelity Management Trust Company Freedom Index Income Fund 2045 | Mutual Funds | — | — | $48K | 0.3% | |
| PIF Real Est Real Estate Securities Fund R6 | Other securities | — | — | $40K | 0.2% | |
| Fidelity Management Trust Company Freedom Index Income Fund 2025 ** 263 * Fidelity Management Trust Company Freedom Index Income Fund 2035 | Mutual Funds | — | — | $30K | 0.2% | |
| Fidelity Management Trust Company Freedom Income Z | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Freedom Index Income Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Management Trust Company Freedom Index Income Fund 2060 | Mutual Funds | — | — | $7K | <0.1% | |
| s (held by Fidelity Management Trust Company) PIMCO Real Return Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Freedom Index Income Fund 2050 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $10K |
| — |
