Norrelle Carter signed For Our Future's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
For Our Future's EIN is 81-2638345.
Download the official 2024 Form 5500 (PDF) for For Our Future from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)For Our Future'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.
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Admiral Shares N/A | Mutual Funds | — | — | $576K | 44.2% | |
| Schwab S&P 500 Index N/A | Common Collective Trusts | — | — | $203K | 15.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 N/A | Other securities | — | — | $141K | 10.8% | |
| Dimensional DFA U.S. Small Cap Portfolio Institutional Class N/A | Mutual Funds | — | — | $60K | 4.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 N/A | Other securities | — | — | $53K | 4.0% | |
| JPMorgan Core Bond N/A | Other securities | — | — | $49K | 3.8% | |
| T. Rowe Price T. Rowe Price Retirement 2060 N/A | Other securities | — | — | $24K | 1.8% | |
| Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $23K | 1.8% | |
| JPMorgan US Equity R6 N/A | Other securities | — | — | $21K | 1.6% | |
| Alger Capital Appreciation N/A | Other securities | — | — | $21K | 1.6% | |
| Vanguard Small Cap Value Index Fund N/A | Common Collective Trusts | — | — | $20K | 1.6% | |
| Reliance Trust Stable Value Fund N/A | Stable Value | — | — | $19K | 1.5% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $19K | 1.5% | |
| Schwab Treasury Infl Protected N/A | Mutual Funds | — | — | $16K | 1.2% | |
| Dimensional DFA Emerging Markets Value Portfolio N/A | Mutual Funds | — | — | $16K | 1.2% | |
| Vanguard Value Index Fund N/A | Common Collective Trusts | — | — | $12K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 N/A | Other securities | — | — | $9K | 0.7% | |
| DWS RREEF Real Estate Securities N/A | Other securities | — | — | $8K | 0.6% | |
| Prudential PGIM High Yield R N/A | Other securities | — | — | $7K | 0.5% | |
| Vanguard Explorer Fund Admiral Shares N/A | Mutual Funds | — | — | $7K | 0.5% | |
| Baird Core Plus Bond Fund N/A | Other securities | — | — | $6K | 0.5% | |
| Vanguard Developed Markets Index Fund N/A Vanguard Admiral Shares | Common Collective Trusts | — | — | $6K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 N/A | Other securities | — | — | $2K | 0.2% | |
| Fidelity Global US Index N/A 545 T. Rowe Price T. Rowe Price Retirement 2005 N/A | Mutual Funds | — | — | $1K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 N/A 195 T. Rowe Price T. Rowe Price Retirement 2035 N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
