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Original filing (PDF)20250926153925NAL0004078819001
I&I SALES GROUP LLC DBA FORWARD SOLUTIONS
Form 5500
FILING_RECEIVED
FORWARD SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
515
Accounts w/ balance
436
Plan assets (EOY)
$40.1M
Net assets (EOY)
$40.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I&I SALES GROUP LLC DBA FORWARD SOLUTIONS.
Plan sponsor
Name
I&I SALES GROUP LLC DBA FORWARD SOLUTIONS
EIN
82-1854323
Address
73 CEDAR AVE · HERSHEY, PA · 17033
Phone
(717) 301-4059
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER | $0 | — |
Investments
16 direct securities · 11 pooled funds· $40.1M(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.
Common Collective Trust
$26.9M
11 holdings
Uncategorized
$13.3M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.2M | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $998K | 2.5% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $973K | 2.4% | |
| AB Large Cap Growth Fund Z Mutual fund | — | — | — | $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 | — | — | — | $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% | — | — | — | $456K | 1.1% | |
| MFS International Diversification Fund R6 Mutual fund | — | — | — | $432K | 1.1% | |
| Pioneer Bond Fund K Mutual fund | — | — | — | $149K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Fund K Mutual fund | — | — | — | $136K | 0.3% | |
| JHancock Disciplined Value Mid Cap Fund R6 Mutual fund | — | — | — | $135K | 0.3% | |
| Franklin Small Cap Value Fund R6 Mutual fund | — | — | — | $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 | — | — | — | $47K | 0.1% | |
| Hartford Strategic Income Fund R6 Mutual fund | — | — | — | $24K | <0.1% | |
| Empower Self-Directed Brokerage Roth Self-directed brokerage accounts | — | — | — | $21K | <0.1% |
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