Brian Nenninger signed Forge Resources Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forge Resources Group's EIN is 81-0923829.
Download the official 2024 Form 5500 (PDF) for Forge Resources Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forge Resources Group's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FREEDOM 2035 K6 | Mutual Funds | — | — | $2.9M | 19.1% | |
| Fidelity FID FREEDOM 2030 K6 | Mutual Funds | — | — | $2.4M | 16.4% | |
| Fidelity FID FREEDOM 2040 K6 | Mutual Funds | — | — | $1.5M | 10.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| Fidelity FID FREEDOM 2055 K6 | Mutual Funds | — | — | $1.3M | 8.5% | |
| Fidelity FID FREEDOM 2050 K6 | Mutual Funds | — | — | $760K | 5.1% | |
| Fidelity FID FREEDOM 2025 K6 | Mutual Funds | — | — | $707K | 4.7% | |
| Fidelity FID FREEDOM 2060 K6 | Mutual Funds | — | — | $692K | 4.6% | |
| Fidelity FID FREEDOM 2045 K6 | Mutual Funds | — | — | $636K | 4.3% | |
| Fidelity FID CONTRAFUND K6 | Mutual Funds | — | — | $616K | 4.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $538K | 3.6% | |
| Fidelity FID FREEDOM 2065 K6 | Mutual Funds | — | — | $421K | 2.8% | |
| through August 2029 | Other securities | — | — | $340K | 2.3% | |
| John Hancock JH DSCPL VAL MDCP R6 | Other securities | — | — | $133K | 0.9% | |
| JP Morgan JPM EQUITY INCOME R6 | Other securities | — | — | $115K | 0.8% | |
| JP Morgan JPM EMRG MKTS EQ R6 | Other securities | — | — | $85K | 0.6% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $84K | 0.6% | |
| JP Morgan JPM MID CAP GRTH R6 | Other securities | — | — | $63K | 0.4% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $60K | 0.4% | |
| Alliance Bernstein AB SM CAP GRTH Z | Other securities | — | — | $55K | 0.4% | |
| PGIM J INTL OPP R6 | Other securities | — | — | $54K | 0.4% | |
| T. Rowe Price Investments TRP DIV GROWTH I | Other securities | — | — | $52K | 0.3% | |
| Fidelity FID FREEDOM 2015 K6 | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity FID FREEDOM 2020 K6 | Mutual Funds | — | — | $29K | 0.2% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $9K | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 | Other securities | — | — | $9K | <0.1% | |
| PIMCO PIM INTL BD US$H I | Mutual Funds | — | — | $9K | <0.1% | |
| Pioneer BOND K | Other securities | — | — | $6K | <0.1% | |
| Fidelity FID FREEDOM 2070 K6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
