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Original filing (PDF)20250930174221NAL0012556241001
MAKERS FORWARD, LLC
Form 5500
FILING_RECEIVED
401(K) PLAN FOR MAKERS FORWARD OPERATING COMPANIES
401(k) retirement plan
Signals · 3
26% in single holding~82 bps in Sched C feesNo recordkeeper disclosed
Active participants
178
Accounts w/ balance
152
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal LifeTime Hybrid 2035 CIT Common/Collective Trust" is 26% of plan.
- 82 bps in Schedule C fees — 57% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKERS FORWARD, LLC.
Plan sponsor
Name
MAKERS FORWARD, LLC
EIN
84-3406142
Address
35 CONNECTICUT RIVERBEND PLACE · CLAREMONT, NH · 03743
Phone
(603) 667-8080
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MURPHY, MILLER & BAGLIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | CONTRACT ADMINISTRATOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
Investments
18 direct securities · 15 pooled funds· $8.0M(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
$5.7M
11 holdings
Uncategorized
$2.2M
18 holdings
Pooled Separate Account
$96K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.1M | 26.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTMENTS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 13.4% | |
| Principal Guaranteed Option Insurance Co General Account | — | — | — | $838K | 10.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $755K | 9.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $441K | 5.5% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTMENTS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $429K | 5.4% | |
| PRIN LIFETIME HYBR 2060 CIT- Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $354K | 4.4% | |
| American Funds AmerMut R6 Fund Registered Investment Companies | — | — | — | $211K | 2.6% | |
| Lord Abbett Bond Debenture R6 Fund Registered Investment Companies | — | — | — | $202K | 2.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $201K | 2.5% | |
| Vanguard Sm Cap Val Idx Adm Fund Registered Investment Companies | — | — | — | $170K | 2.1% | |
| Fidelity 500 Index Fund Registered Investment Companies | — | — | — | $168K | 2.1% | |
| Vanguard Growth Index Adm Fund Registered Investment Companies | — | — | — | $159K | 2.0% | |
| Vanguard MidCap Val Idx Adm Fund Registered Investment Companies | — | — | — | $150K | 1.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $150K | 1.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $122K | 1.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $78K | 1.0% | |
| the participants’ accounts. | — | — | — | $73K | 0.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $67K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $34K | 0.4% | |
| Vanguard GNMA Admiral Fund Registered Investment Companies | — | — | — | $31K | 0.4% | |
| Janus Henderson Triton N Registered Investment Companies | — | — | — | $30K | 0.4% | |
| Invesco Core Bond R6 Fund Registered Investment Companies | — | — | — | $29K | 0.4% | |
| PIMCO Intl Bd I Fund Registered Investment Companies | — | — | — | $27K | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Registered Investment Companies | — | — | — | $26K | 0.3% | |
| American Funds NewPrsp R6 Fund Registered Investment Companies | — | — | — | $24K | 0.3% | |
| PRIN SMCAP S & P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $23K | 0.3% | |
| Vanguard Value Index Adm Fund Registered Investment Companies | — | — | — | $17K | 0.2% | |
| BlackRock Md-Cp Gr Eq K Fund Registered Investment Companies | — | — | — | $17K | 0.2% | |
| American Funds New World R6 Fund Registered Investment Companies | — | — | — | $10K | 0.1% | |
| Goldman Sachs GQC Prt Int O R6 Registered Investment Companies 24 Vanguard Ttl Intl Stk Idx Adm Fund Registered Investment Companies | — | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN MIDCAP S & P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $807 | <0.1% |
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