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Original filing (PDF)20251015125606NAL0004906977001
FOREST PROPERTIES CO., INC.
Form 5500
FILING_RECEIVED
FOREST PROPERTIES CO., INC. 401K PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
140
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREST PROPERTIES CO., INC..
Plan sponsor
Name
FOREST PROPERTIES CO., INC.
EIN
04-3024481
Address
625 MOUNT AUBURN STREET, SUITE 210 · CAMBRIDGE, MA · 02138
Phone
(617) 630-9566
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
29 direct securities· $8.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $1.3M | 14.7% | |
| Fidelity Freedom 2045 Fund K " | — | — | — | $1.0M | 11.9% | |
| Fidelity Freedom 2025 Fund K " | — | — | — | $718K | 8.2% | |
| Fidelity Freedom 2035 Fund K " | — | — | — | $647K | 7.4% | |
| Fidelity Freedom 2050 Fund K " | — | — | — | $596K | 6.8% | |
| Fidelity Disciplined Equity Fund " | — | — | — | $584K | 6.7% | |
| Fidelity Freedom 2030 Fund K " | — | — | — | $474K | 5.4% | |
| Fidelity Select Technology Portfolio Fund " | — | — | — | $446K | 5.1% | |
| Fidelity Freedom 2040 Fund K " | — | — | — | $415K | 4.7% | |
| Fidelity Leveraged Company Stock Fund " ** 595 * Fidelity Balanced Fund " | — | — | — | $345K | 3.9% | |
| Fidelity Government Money Market Fund " | — | — | — | $328K | 3.7% | |
| Eaton Vance Income Fund Boston A " | — | — | — | $304K | 3.5% | |
| Fidelity Freedom 2015 Fund K " | — | — | — | $260K | 3.0% | |
| Participant loans (7.00%) - | — | — | — | $216K | 2.5% | |
| Fidelity Extended Market Index Fund " | — | — | — | $209K | 2.4% | |
| Fidelity Capital Appreciation Fund " | — | — | — | $200K | 2.3% | |
| Fidelity Total Bond Fund " | — | — | — | $121K | 1.4% | |
| Fidelity Freedom 2020 Fund K " | — | — | — | $97K | 1.1% | |
| Fidelity Freedom 2060 Fund K " | — | — | — | $72K | 0.8% | |
| Fidelity International Index Fund " | — | — | — | $67K | 0.8% | |
| Columbia Small Cap Value Fund II Class S Mutual fund | — | — | — | $54K | 0.6% | |
| Fidelity Emerging Markets Fund " | — | — | — | $40K | 0.5% | |
| Fidelity Value Fund " | — | — | — | $34K | 0.4% | |
| Fidelity International Discovery Fund " | — | — | — | $26K | 0.3% | |
| Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A " | — | — | — | $20K | 0.2% | |
| Fidelity Freedom 2055 Fund K " | — | — | — | $9K | 0.1% | |
| JPMorgan Equity Income R3 " | — | — | — | $9K | 0.1% | |
| PIF Small Cap R5 " | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2065 Fund K " | — | — | — | $3K | <0.1% |
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