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Original filing (PDF)20250918135324NAL0000691075001
FORCURA, LLC
Form 5500
FILING_RECEIVED
FORCURA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
118
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
27 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORCURA, LLC.
Plan sponsor
Name
FORCURA, LLC
EIN
27-2434520
Address
10151 DEERWOOD PARK BLVD. · BLDG 400, SUITE 400 · JACKSONVILLE, FL · 32256
Phone
(800) 378-0596
Industry
Professional & Technical Servicessee 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
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ENNIS PELLUM & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARKADIOS WEALTH | 82-1659517 | — | SERVICE PROVIDER | $0 | — |
| VOYA | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
2 direct securities · 27 pooled funds· $8.2M(100% of reported assets)
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.
Pooled Separate Account
$7.6M
27 holdings
Uncategorized
$575K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGRD 500 INDEX FUND ADM VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.2M | 16.2% | |
| MFS GROWTH FUND R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $848K | 11.1% | |
| VOYA INDEX SOLUTION 2045 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $706K | 9.3% | |
| VOYA INDEX SOLUTION 2050 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $628K | 8.2% | |
| VOYA INDEX SOLUTION 2055 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $574K | 7.5% | |
| VRIAC Pooled Separate Account Vanguard Total International Stock Index Fund | — | — | — | $521K | 6.8% | |
| VANGRD TOT INT STK IN F ADM VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $521K | 6.8% | |
| VOYA SOLUTION MOD AGG PT R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $452K | 5.9% | |
| VOYA INDEX SOLUTION 2060 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $408K | 5.3% | |
| VANGRD SMALL-CAP INDEX FND ADM VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $381K | 5.0% | |
| VOYA SOLUTION AGGRESS PT R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $293K | 3.8% | |
| AMERICAN FUNDS WASH MUTUAL R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $230K | 3.0% | |
| VOYA INDEX SOLUTION 2040 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $224K | 2.9% | |
| VANGRD MID-CAP INDEX FUND ADM VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $214K | 2.8% | |
| VOYA FIXED ACCOUNT (4062) VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $183K | 2.4% | |
| AMERICAN FUNDS EUROPACIFIC R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $166K | 2.2% | |
| DFA EMERGING MARKETS PT INS VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $95K | 1.2% | |
| VOYA INTERMEDIATE BOND FUND R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $79K | 1.0% | |
| PIMCO INCOME FUND INS VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $76K | 1.0% | |
| VOYA SOLUTION BALANCED PT R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $75K | 1.0% | |
| VOYA INDEX SOLUTION 2065 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $68K | 0.9% | |
| VRIAC Pooled Separate Account DFA Inflation-Protected Securities Portfolio | — | — | — | $54K | 0.7% | |
| DFA INFL-PROT SEC PORT INS VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $54K | 0.7% | |
| VOYA INDEX SOLUTION 2035 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $53K | 0.7% | |
| VOYA INDEX SOLUTION 2025 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $33K | 0.4% | |
| VOYA INDEX SOLUTION 2030 P Z VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $28K | 0.4% | |
| VOYA SOLUTION CONSERV PT R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $10K | 0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2 | <0.1% | |
| VOYA SOLUTION MOD CONS PT R6 VRIAC · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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