DOUG Smith signed Forward Air Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forward Air Corporation's EIN is 62-1120025.
Download the official 2024 Form 5500 (PDF) for Forward Air Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forward Air Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $371K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $70K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv 1,089,756 # | Mutual Funds | — | — | $26.1M | 20.3% | |
| American Funds Growth Fund Of Amer R6 153,283 # | Mutual Funds | — | — | $11.4M | 8.9% | |
| Vanguard Target Retirement 2030 Inv 222,993 # | Mutual Funds | — | — | $8.4M | 6.6% | |
| Vanguard Target Retirement 2025 Inv 432,983 # | Mutual Funds | — | — | $8.1M | 6.3% | |
| Vanguard Target Retirement 2040 Inv 182,152 # | Mutual Funds | — | — | $7.9M | 6.1% | |
| Vanguard Institutional Index Instl 16,031 # | Mutual Funds | — | — | $7.7M | 6.0% | |
| Vanguard Target Retirement 2050 Inv 153,407 # | Mutual Funds | — | — | $7.6M | 5.9% | |
| Vanguard Target Retirement 2045 Inv 222,159 # | Mutual Funds | — | — | $6.6M | 5.1% | |
| Vanguard Target Retirement 2055 Inv 89,219 # | Mutual Funds | — | — | $5.0M | 3.9% | |
| BNYM MELLON STABLE VALUE M MELLON STABLE VALUE · EIN 11-3152987 / PN 011 | Common Collective Trust | — | — | $4.9M | 3.8% | |
| Vanguard Target Retirement 2020 Inv 150,110 # | Mutual Funds | — | — | $4.0M | 3.1% | |
| American Funds Europacific Gr R6 54,568 # | Mutual Funds | — | — | $2.9M | 2.3% | |
| Vanguard Target Retirement Income Inv 194,740 # | Mutual Funds | — | — | $2.6M | 2.0% | |
| Baird Core Plus Bond Inst 241,591 # | Other securities | — | — | $2.4M | 1.9% | |
| Mfs Mid Cap Growth R6 76,576 # | Mutual Funds | — | — | $2.4M | 1.9% | |
| Vanguard Equity-Income Adm 26,108 # | Mutual Funds | — | — | $2.3M | 1.8% | |
| Pimco Rae Us Small Instl 192,404 # | Mutual Funds | — | — | $2.2M | 1.7% | |
| Janus Henderson Triton N 73,263 # | Mutual Funds | — | — | $2.0M | 1.6% | |
| Vanguard Mid Cap Index Fund - Admiral 4,978 # | Common Collective Trusts | — | — | $1.6M | 1.3% | |
| Vanguard Target Retirement 2060 Inv 27,189 # | Mutual Funds | — | — | $1.4M | 1.1% | |
| Pimco Income Instl 131,057 # | Mutual Funds | — | — | $1.4M | 1.1% | |
| Victory Sycamore Established Value R6 22,401 # | Other securities | — | — | $1.0M | 0.8% | |
| Dfa Global Real Estate Securities 98,724 # | Mutual Funds | — | — | $997K | 0.8% | |
| Vanguard Total Intl Stock Index Admiral 28,745 # | Mutual Funds | — | — | $911K | 0.7% | |
| Vanguard Total Bond Market Index Admiral 80,938 # | Mutual Funds | — | — | $767K | 0.6% | |
| Dfa Emerging Markets Core Equity I 22,011 # | Mutual Funds | — | — | $512K | 0.4% | |
| Hartford World Bond R6 39,174 # | Other securities | — | — | $394K | 0.3% | |
| Vanguard Small Cap Index Adm 2,536 # | Mutual Funds | — | — | $292K | 0.2% | |
| Vanguard Target Retirement 2065 Inv 5,583 # | Mutual Funds | — | — | $188K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $12K | — |
