Douglas Urbanski signed Forest Lawn Memorial - Parks & Mortuaries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Forest Lawn Memorial - Parks & Mortuaries' EIN is 95-0743320.
Download the official 2024 Form 5500 (PDF) for Forest Lawn Memorial - Parks & Mortuaries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Forest Lawn Memorial - Parks & Mortuaries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $38K | — |
| MOSS ADAMS LLP |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.5M | 17.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $21.6M | 14.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $17.7M | 11.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $12.1M | 8.1% | |
| Fidelity Spartan US S&P 500 Equity Index Fund | Common Collective Trusts | — | — | $9.1M | 6.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.2M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.0M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.9M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.8% | |
| T. Rowe Price Mid Cap Value Fund | Other securities | — | — | $3.0M | 2.0% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $2.7M | 1.8% | |
| Individual directed accounts | Other securities | — | — | $2.4M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.2% | |
| Fidelity Extended Market Fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $1.3M | 0.9% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 0.9% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $980K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $959K | 0.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $680K | 0.5% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $626K | 0.4% | |
| Baird Core Plus Bond Fund Class Institutional | Other securities | — | — | $602K | 0.4% | |
| Victory Sycamore Small Company Opportunity Fund Class I | Common Stocks | — | — | $495K | 0.3% | |
| Cohen & Steers Real Estate Securities 1 Fund | Other securities | — | — | $485K | 0.3% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $474K | 0.3% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $388K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $359K | 0.2% | |
| Vanguard Total Bond Market Index Inst | Mutual Funds | — | — | $336K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral Shares | Mutual Funds | — | — | $239K | 0.2% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $148K | <0.1% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $19K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $182 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LOS ANGELES, CA |
| NONE |
| $19K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $30 | — |
