Shirley Horner signed Forrester Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forrester Construction Company's EIN is 52-1587647.
Download the official 2024 Form 5500 (PDF) for Forrester Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forrester Construction Company'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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MANAGEME | 75-3204798 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.1M | 20.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 15.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 12.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 11.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 9.3% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 7.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $453K | 2.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $407K | 2.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $381K | 1.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $362K | 1.8% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $229K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $226K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $218K | 1.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $216K | 1.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $195K | 1.0% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $186K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $170K | 0.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $149K | 0.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $113K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $48K | 0.2% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $46K | 0.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $27K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
