Forever Orange, LLC's EIN is 47-5378023.
Download the official 2024 Form 5500 (PDF) for Forever Orange, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forever Orange, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $5.5M | 99.4% | |
| Vanguard Target Retirement 2050 Fund Pooled separate account | Pooled Separate Accounts | — | — | $1.0M | 18.9% | |
| Vanguard Target Retirement 2030 Fund Pooled separate account | Pooled Separate Accounts | — | — | $1.0M | 18.3% | |
| Vanguard Target Retirement 2045 Fund Pooled separate account | Pooled Separate Accounts | — | — | $730K | 13.2% | |
| Vanguard Target Retirement 2055 Fund Pooled separate account | Pooled Separate Accounts | — | — | $513K | 9.3% | |
| Vanguard Target Retirement 2035 Fund Pooled separate account | Pooled Separate Accounts | — | — | $440K | 8.0% | |
| Vanguard Target Retirement 2025 Fund Pooled separate account | Pooled Separate Accounts | — | — | $398K | 7.2% | |
| Fidelity Advisor® Total Bond Fund Class I Pooled separate account | Pooled Separate Accounts | — | — | $315K | 5.7% | |
| Fidelity Mid Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $158K | 2.9% | |
| Vanguard Target Retirement 2040 Fund Pooled separate account | Pooled Separate Accounts | — | — | $145K | 2.6% | |
| Vanguard Target Retirement Income Fund Pooled separate account | Pooled Separate Accounts | — | — | $113K | 2.0% | |
| American Funds EuroPacfic Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $110K | 2.0% | |
| Vanguard Target Retirement 2065 Fund Pooled separate account ** 538 * Putnam Stable Value Fund Pooled separate account | Stable Value | — | — | $99K | 1.8% | |
| MFS Massachusetts Investors Growth Stock Fund Pooled separate account | Pooled Separate Accounts | — | — | $76K | 1.4% | |
| American Funds New World R6 Fund Pooled separate account | Pooled Separate Accounts | — | — | $68K | 1.2% | |
| Vanguard Target Retirement 2060 Fund Pooled separate account | Pooled Separate Accounts | — | — | $65K | 1.2% | |
| MFS Mid Cap Value Fund Class R3 Pooled separate account | Pooled Separate Accounts | — | — | $44K | 0.8% | |
| JPMorgan Equity Income Fund Pooled separate account | Pooled Separate Accounts | — | — | $38K | 0.7% | |
| MFS Mid Cap Growth Fund Class R3 Pooled separate account | Pooled Separate Accounts | — | — | $32K | 0.6% | |
| 10.00% to 10.25% | Bonds / Notes | — | — | $31K | 0.6% | |
| Fidelity 500 Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $31K | 0.6% | |
| Allspring Special Small Cap Value R6 Fund Pooled separate account | Pooled Separate Accounts | — | — | $26K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Pooled separate account | Pooled Separate Accounts | — | — | $21K | 0.4% | |
| PIMCO GNMA and Government Securities Fund Pooled separate account | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Fund Pooled separate account | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
