QIAN LIU signed Foris, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foris, Inc.'s EIN is 82-4678369.
Download the official 2024 Form 5500 (PDF) for Foris, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foris, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Admiral Class Mutual fund | Mutual Funds | — | — | $1.8M | 42.7% | |
| Vanguard Developed Markets Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $706K | 17.0% | |
| Vanguard Energy Index Fund - Admiral Shares Mutual fund 351 Vanguard Financials Index Fund - Admiral Shares Mutual fund 823 Vanguard Group Bond Index Admiral Class Shares Mutual fund | Common Collective Trusts | — | — | $498K | 12.0% | |
| Vanguard Emerging Markets Stock Index - Admiral Class Mutual fund | Mutual Funds | — | — | $351K | 8.4% | |
| Vanguard 500 Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $270K | 6.5% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual fund 240 Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $175K | 4.2% | |
| Vanguard Total Institutional Stock Index - Admiral Mutual fund 871 Vanguard Total International Bond Index Fund - Admiral Mutual fund | Common Collective Trusts | — | — | $163K | 3.9% | |
| Vanguard Group Growth Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $82K | 2.0% | |
| Vanguard Utilities Index Admiral Mutual fund 245 * Participant loans 8.75% to 9.50%, various maturities | Mutual Funds | — | — | $41K | 1.0% | |
| Vanguard Health Care Index Admiral Mutual fund 348 Vanguard Industrials Index Admiral Mutual fund 522 Vanguard Information Technology Index Admiral Mutual fund | Mutual Funds | — | — | $31K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund - Admiral Shares Mutual fund 923 Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual fund | Common Collective Trusts | — | — | $14K | 0.3% | |
| Vanguard Small-Cap Value Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| Vanguard Group Extended Market Index Fund Mutual fund 669 Vanguard Group FTSE Social Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $7K | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund Money market fund | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard International Equity Index Mutual fund 782 Vanguard Long-Term Bond Index Fund - Admiral Shares Mutual fund 118 Vanguard Materials Index Admiral Mutual fund 235 Vanguard Mid-Cap Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group Small Cap Index Fund - Admiral Shares Mutual fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Group Value Index Admiral Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
