Kristin Wagoner signed Forms & Supply Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forms & Supply Inc.'s EIN is 56-0903427.
Download the official 2024 Form 5500 (PDF) for Forms & Supply Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forms & Supply Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| ASCENSUS HOLDINGS | — | SAN DIEGO, CA | CONTRACT ADMIN | $12K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.7M | 93.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| DMJPS PLLC | — | GREENSBORO, NC | AUDITOR | $17K | — |
