Sean Quinn signed Makers Forward, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Makers Forward, LLC's EIN is 84-3406142.
Download the official 2024 Form 5500 (PDF) for Makers Forward, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Makers Forward, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271022 | MELVILLE, NY | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
| PI | % 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 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $211K | 2.6% | |
| Lord Abbett Bond Debenture R6 Fund Registered Investment Companies | U.S. Treasuries | — | — | $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 | Common Collective Trusts | — | — | $170K | 2.1% | |
| Fidelity 500 Index Fund Registered Investment Companies | Common Collective Trusts | — | — | $168K | 2.1% | |
| Vanguard Growth Index Adm Fund Registered Investment Companies | Mutual Funds | — | — | $159K | 2.0% | |
| Vanguard MidCap Val Idx Adm Fund Registered Investment Companies | Common Collective Trusts | — | — | $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. | Other securities | — | — | $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 | Agency / Mortgage-Backed | — | — | $31K | 0.4% | |
| Janus Henderson Triton N Registered Investment Companies | Mutual Funds | — | — | $30K | 0.4% | |
| Invesco Core Bond R6 Fund Registered Investment Companies | Mutual Funds | — | — | $29K | 0.4% | |
| PIMCO Intl Bd I Fund Registered Investment Companies | Mutual Funds | — | — | $27K | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Registered Investment Companies | Common Collective Trusts | — | — | $26K | 0.3% | |
| American Funds NewPrsp R6 Fund Registered Investment Companies | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $17K | 0.2% | |
| BlackRock Md-Cp Gr Eq K Fund Registered Investment Companies | Other securities | — | — | $17K | 0.2% | |
| American Funds New World R6 Fund Registered Investment Companies | Mutual Funds | — | — | $10K | 0.1% | |
| Goldman Sachs GQC Prt Int O R6 Registered Investment Companies 24 Vanguard Ttl Intl Stk Idx Adm Fund Registered Investment Companies | Common Collective Trusts | — | — | $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% |
