Anne Bradley signed Force Management Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Force Management Holdings, LLC's EIN is 87-1209183.
Download the official 2024 Form 5500 (PDF) for Force Management Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Force Management Holdings, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAXUS PLAN SOLUTIONS | 45-4012897 | CHARLOTTE, NC | CONTRACT ADMINISTRATOR | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INS CO · EIN 87-1209183 / PN 000 | Pooled Separate Account | — | — | $11.0M | 98.5% | |
| Vanguard 500 INDEX ADMIRAL | Common Collective Trusts | — | — | $1.4M | 12.7% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.3M | 11.8% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.0M | 9.3% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $921K | 8.3% | |
| MassMutual BLUE CHIP GROWTH I | Other securities | — | — | $771K | 6.9% | |
| MFS VALUE R6 | Mutual Funds | — | — | $681K | 6.1% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $537K | 4.8% | |
| JPMorgan US EQUITY R6 | Other securities | — | — | $480K | 4.3% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $414K | 3.7% | |
| Massmutual CORE BOND I | Other securities | — | — | $371K | 3.3% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $341K | 3.1% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Mutual Funds | — | — | $315K | 2.8% | |
| Incesco INVESCO SMALL CAP GROWTH R6 | Mutual Funds | — | — | $283K | 2.5% | |
| Vanguard MID CAP INDEX ADMIRAL | Mutual Funds | — | — | $247K | 2.2% | |
| Hartford MIDCAP R6 | Other securities | — | — | $208K | 1.9% | |
| DFA EMERGING MARKETS CORE EQUITY I | Mutual Funds | — | — | $206K | 1.9% | |
| Allspring SPECIAL SMALL CAP VALUE R6 | Other securities | — | — | $181K | 1.6% | |
| DFA INTERNATIONAL VALUE I | Mutual Funds | — | — | $174K | 1.6% | |
| MassMutual OVERSEAS I | Other securities | — | — | $159K | 1.4% | |
| Hartford BALANCED INCOME R6 687 Incesco INVESCO INTERNATIONAL BOND R6 | Mutual Funds | — | — | $146K | 1.3% | |
| MassMutual HIGH YIELD I | Other securities | — | — | $135K | 1.2% | |
| MassMutual MID CAP GROWTH I | Other securities | — | — | $130K | 1.2% | |
| Incesco INVESCO SENIOR FLOATING RATE R6 | Mutual Funds | — | — | $113K | 1.0% | |
| Empower Annunity Insurance Company of America General Account | Common Stocks | — | — | $104K | 0.9% | |
| Lord Abbett LORD ABBETT INTERNATIONAL OPP R6 | Mutual Funds | — | — | $95K | 0.9% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | Mutual Funds | — | — | $80K | 0.7% | |
| DFA COMMODITY STRATEGY INSTITUTIONAL | Mutual Funds | — | — | $77K | 0.7% | |
| Participants Participant Loans Rates from 5.00% to 9.50% - | Bonds / Notes | — | — | $64K | 0.6% | |
| Ishares RUSSELL 2000 SMALL-CAP IDX K | Common Collective Trusts | — | — | $60K | 0.5% | |
| Franklin UTILITIES R6 | Mutual Funds | — | — | $41K | 0.4% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $8K | <0.1% | |
| DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 944 BlackRock HEALTH SCIENCES OPPS K | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity ADVISOR LEVERAGED CO STK Z | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
