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Original filing (PDF)20251020185852NAL0000850688001
FORBO SIEGLING, LLC.
Form 5500
FILING_RECEIVED
FORBO SIEGLING, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
345
Accounts w/ balance
272
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORBO SIEGLING, LLC..
Plan sponsor
Name
FORBO SIEGLING, LLC.
EIN
80-0005748
Address
12201 VANSTORY ROAD · HUNTERSVILLE, NC · 28078
Phone
(704) 948-3319
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $94K | — |
Investments
24 direct securities · 1 pooled fund· $30.0M(100% of reported assets)
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.
Uncategorized
$26.0M
24 holdings
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group | — | — | $0 | $4.0M | 15.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.0M | 15.3% | |
| Metropolitan Life Insurance Co | — | — | $0 | $3.9M | 14.9% | |
| Vanguard Group | — | — | $0 | $2.2M | 8.3% | |
| Vanguard Group | — | — | $0 | $2.1M | 8.2% | |
| T. Rowe Price Funds | — | — | $0 | $1.7M | 6.7% | |
| Principal Global Investors Trust Co | — | — | $0 | $1.7M | 6.3% | |
| Participant Loans | — | — | $0 | $1.6M | 6.1% | |
| Vanguard Group | — | — | $0 | $1.2M | 4.5% | |
| Vanguard Group | — | — | $0 | $1.1M | 4.4% | |
| Vanguard Group | — | — | $0 | $1.1M | 4.3% | |
| Federated Securities Corporation | — | — | $0 | $968K | 3.7% | |
| Franklin Templeton Investments | — | — | $0 | $796K | 3.1% | |
| Vanguard Group | — | — | $0 | $744K | 2.9% | |
| Vanguard Group | — | — | $0 | $615K | 2.4% | |
| Dodge and Cox Funds | — | — | $0 | $545K | 2.1% | |
| Vanguard Group | — | — | $0 | $451K | 1.7% | |
| Vanguard Group | — | — | $0 | $382K | 1.5% | |
| Fidelity Investments | — | — | $0 | $320K | 1.2% | |
| Fidelity Investments | — | — | $0 | $252K | 1.0% | |
| Vanguard Group | — | — | $0 | $133K | 0.5% | |
| The American Funds | — | — | $0 | $130K | 0.5% | |
| Vanguard Group | — | — | $0 | $37K | 0.1% | |
| Vanguard Group | — | — | $0 | $23K | <0.1% | |
| The American Funds | — | — | $0 | $6K | <0.1% |
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