Forrest Paint Co.'s EIN is 93-0612986.
Download the official 2024 Form 5500 (PDF) for Forrest Paint Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forrest Paint Co.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI INVEVSTMENT ADVISORS | 93-1249395 | — | INVESTMENT ADVISOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.6M | 13.5% | |
| Principal LargeCap S&P 500 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.6M | 13.1% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 13.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 10.4% | |
| AB US LG GRP CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.2M | 10.3% | |
| AB U.S. Large Cap Growth Collective Investment Trust | Common Collective Trusts | — | — | $1.2M | 10.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $973K | 8.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $902K | 7.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $551K | 4.6% | |
| Principal LifeTime Hybrid 2065 Collective Investment Trust ** 19 American Mutual Fund Mutual Funds | Common Collective Trusts | — | — | $373K | 3.1% | |
| EuroPacific Growth Fund Mutual Funds | Other securities | — | — | $347K | 2.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $302K | 2.5% | |
| Principal Capital Appreciation Pooled Separate Accounts | Pooled Separate Accounts | — | — | $259K | 2.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $259K | 2.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $258K | 2.1% | |
| Principal LifeTime Hybrid 2050 Collective Investment Trust | Common Collective Trusts | — | — | $258K | 2.1% | |
| PRIN LIFETIM HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $258K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $221K | 1.8% | |
| Eaton Vance Atlanta Capital SMID-Cap Mutual Funds | Other securities | — | — | $184K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $170K | 1.4% | |
| PIMCO Income Fund Mutual Funds | Mutual Funds | — | — | $160K | 1.3% | |
| AMG Yacktman Fund Mutual Funds | Other securities | — | — | $142K | 1.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $129K | 1.1% | |
| Principal SmallCap S&P 600 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $122K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $122K | 1.0% | |
| T. Rowe Price Small Cap Value Mutual Funds | Other securities | — | — | $119K | 1.0% | |
| DoubleLine Core Fixed Income Mutual Funds | Other securities | — | — | $112K | 0.9% | |
| Investco Developing Markets Fund Mutual Funds | Other securities | — | — | $104K | 0.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $102K | 0.8% | |
| Principal Fixed Income Guaranteed Option Pooled Separate Accounts ** 49 * Notes receivable from participants Bearing interest at 5.25%-10.50% - | Pooled Separate Accounts | — | — | $84K | 0.7% | |
| Dodge & Cox Intl Stock Mutual Funds | Mutual Funds | — | — | $79K | 0.7% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $64K | 0.5% | |
| Blackrock Strategic Income Opportunities Mutual Funds | Other securities | — | — | $56K | 0.5% | |
| PIMCO Real Return Fund Mutual Funds | Mutual Funds | — | — | $49K | 0.4% | |
| Calvert Growth Allocation Fund Mutual Funds | Other securities | — | — | $47K | 0.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $42K | 0.3% | |
| PIMCO International Bond Mutual Funds | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard Developed Markets Index Mutual Funds | Mutual Funds | — | — | $24K | 0.2% | |
| Principal LifeTime Hybrid Inc Collective Investment Trust | Common Collective Trusts | — | — | $24K | 0.2% | |
| PRIN LIFETIME HYBR INC PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $24K | 0.2% | |
| Vanguard Total Bond Market Index Mutual Funds | Mutual Funds | — | — | $23K | 0.2% | |
| Calvert Conservative Allocation Fund Mutual Funds | Other securities | — | — | $21K | 0.2% | |
| [ x ] - | Other securities | — | — | $20K | 0.2% | |
| Virtus Investment KAR Small Cap Value Mutual Funds | Other securities | — | — | $11K | <0.1% | |
| Principal LifeTime Hybrid 2015 Collective Investment Trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| PRIN LLIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5K | <0.1% | |
| Calvert Moderate Allocation Fund Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $19 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| PRIME PENSIONS NORTHWEST, LLC | 87-3599091 | — | OTHER SERVICES | $0 | — |
