Cathy Scott signed I&I Sales Group LLC DBA Forward Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
I&I Sales Group LLC DBA Forward Solutions' EIN is 82-1854323.
Download the official 2024 Form 5500 (PDF) for I&I Sales Group LLC DBA Forward Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)I&I Sales Group LLC DBA Forward Solutions' 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 INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
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 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $5.7M | 14.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $5.6M | 14.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $4.5M | 11.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $3.9M | 9.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $3.8M | 9.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3.8M | 9.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| Fidelity US Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $1.6M | 3.9% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.6M | 3.9% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $1.2M | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $998K | 2.5% | |
| Fidelity Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $973K | 2.4% | |
| AB Large Cap Growth Fund Z Mutual fund | Other securities | — | — | $726K | 1.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $654K | 1.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $631K | 1.6% | |
| Putnam Large Cap Value Fund R6 Mutual fund | Mutual Funds | — | — | $587K | 1.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $529K | 1.3% | |
| Participant loans 4.16% - 9.50% | Bonds / Notes | — | — | $456K | 1.1% | |
| MFS International Diversification Fund R6 Mutual fund | Mutual Funds | — | — | $432K | 1.1% | |
| Pioneer Bond Fund K Mutual fund | Other securities | — | — | $149K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Fund K Mutual fund | Other securities | — | — | $136K | 0.3% | |
| JHancock Disciplined Value Mid Cap Fund R6 Mutual fund | Other securities | — | — | $135K | 0.3% | |
| Franklin Small Cap Value Fund R6 Mutual fund | Mutual Funds | — | — | $114K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $90K | 0.2% | |
| Invesco Discovery Fund R6 Mutual fund | Mutual Funds | — | — | $47K | 0.1% | |
| Hartford Strategic Income Fund R6 Mutual fund | Other securities | — | — | $24K | <0.1% | |
| Empower Self-Directed Brokerage Roth Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
