Sandra Laken signed FORM Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FORM Technologies, Inc.'s EIN is 90-0728033.
Download the official 2024 Form 5500 (PDF) for FORM Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FORM Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISOR | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX RTMT K Mutual Fund | Common Collective Trusts | — | — | $22.3M | 14.0% | |
| BLKRK LP IDX 2030 K Mutual Fund | Common Collective Trusts | — | — | $21.4M | 13.5% | |
| BLKRK LP IDX 2025 K Mutual Fund - BLKRK LP IDX 2035 K Mutual Fund | Common Collective Trusts | — | — | $15.2M | 9.6% | |
| BLKRK LP IDX 2040 K Mutual Fund | Common Collective Trusts | — | — | $15.1M | 9.5% | |
| NYLI W LRG CP GR I Mutual Fund | Other securities | — | — | $14.0M | 8.8% | |
| BLKRK LP IDX 2045 K Mutual Fund | Common Collective Trusts | — | — | $13.2M | 8.3% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $12.8M | 8.0% | |
| BLKRK LP IDX 2050 K Mutual Fund | Common Collective Trusts | — | — | $10.6M | 6.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.7M | 4.9% | |
| BLKRK LP IDX 2055 K Mutual Fund | Common Collective Trusts | — | — | $4.7M | 2.9% | |
| BLKRK LP IDX 2060 K Mutual Fund | Common Collective Trusts | — | — | $3.7M | 2.3% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $3.2M | 2.0% | |
| FA STABLE VALUE I Mutual Fund - * FA SMALL CAP GR I Mutual Fund | Stable Value | — | — | $3.0M | 1.9% | |
| July 2034 | Other securities | — | — | $3.0M | 1.9% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $1.8M | 1.2% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $1.6M | 1.0% | |
| FA STRAT INCOME I Mutual Fund | Other securities | — | — | $1.3M | 0.8% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.1M | 0.7% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $732K | 0.5% | |
| FA TOTAL BOND Z Mutual Fund | Other securities | — | — | $480K | 0.3% | |
| ABF SM CAP VAL R5 Mutual Fund | Other securities | — | — | $436K | 0.3% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $432K | 0.3% | |
| BLKRK LP IDX 2065 K Mutual Fund | Mutual Funds | — | — | $21K | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
