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Original filing (PDF)20250818160744NAL0001371281001
FOREST CITY TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
FOREST CITY TECHNOLOGIES, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
518
Accounts w/ balance
497
Plan assets (EOY)
$32.3M
Net assets (EOY)
$32.3M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREST CITY TECHNOLOGIES, INC..
Plan sponsor
Name
FOREST CITY TECHNOLOGIES, INC.
EIN
34-1238251
Address
299 CLAY STREET, P. O. BOX 86 · WELLINGTON, OH · 44090
Phone
(440) 647-6894
Industry
Manufacturingsee 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MALONEY & NOVOTNY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $47K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
23 direct securities · 1 pooled fund· $32.2M(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.
Uncategorized
$32.2M
23 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Trgt Date Retire R6 American Funds 2025 Trgt Date Retire | — | — | — | $3.3M | 10.3% | |
| American Funds 2030 Trgt Date Retire R6 American Funds 2030 Trgt Date Retire | — | — | — | $3.2M | 9.9% | |
| American Funds 2040 Trgt Date Retire R6 American Funds 2040 Trgt Date Retire | — | — | — | $3.1M | 9.4% | |
| American Funds 2035 Trgt Date Retire R6 American Funds 2035 Trgt Date Retire | — | — | — | $3.0M | 9.3% | |
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral | — | — | — | $2.7M | 8.3% | |
| American Funds 2045 Trgt Date Retire R6 American Funds 2045 Trgt Date Retire | — | — | — | $2.6M | 8.2% | |
| Value of Funds Held in Insurance Co. General Account (Unallocated Contracts) * AUL Stable Value Account Series A AUL Stable Value Account Series A | — | — | — | $2.1M | 6.6% | |
| American Funds 2020 Trgt Date Retire R6 American Funds 2020 Trgt Date Retire | — | — | — | $1.7M | 5.2% | |
| Fidelity International Capital Apprection Fidelity International Capital Apprec | — | — | — | $1.3M | 4.0% | |
| Neuberger Berman Genes‐R6 Neuberger Berman Genes‐R6 | — | — | — | $1.1M | 3.4% | |
| American Funds 2015 Trgt Date Retire R6 American Funds 2015 Trgt Date Retire | — | — | — | $1.1M | 3.4% | |
| Vanguard Balanced Index Adm Vanguard Balanced Index Adm | — | — | — | $1.1M | 3.3% | |
| American Funds 2060 Trgt Date Retire R6 American Funds 2060 Trgt Date Retire | — | — | — | $906K | 2.8% | |
| American Funds 2055 Trgt Date Retire R6 American Funds 2055 Trgt Date Retire | — | — | — | $896K | 2.8% | |
| American Funds 2050 Trgt Date Retire R6 American Funds 2050 Trgt Date Retire | — | — | — | $833K | 2.6% | |
| AB Large Cap Growth Fund Z AB Large Cap Growth Fund Z | — | — | — | $748K | 2.3% | |
| Jpmorgan Mid Cap Growth‐R6 Jpmorgan Mid Cap Growth‐R6 | — | — | — | $644K | 2.0% | |
| Columbia Dividend Income Fund Instl 3 Columbia Dividend Income Fund Instl 3 | — | — | — | $536K | 1.7% | |
| Vanguard Small Cap Value Index Admiral Vanguard Small Cap Value Index Admira | — | — | — | $383K | 1.2% | |
| Pimco Glbl Advant Str Bd‐Ins Pimco Glbl Advant Str Bd‐Ins | — | — | — | $380K | 1.2% | |
| NYLI MacKay High Yield Corporate Bond R6 NYLI MacKay High Yield Corporate Bond | — | — | — | $320K | 1.0% | |
| BlackRock Mid‐Cap Value Fund Instl BlackRock Mid‐Cap Value Fund Instl | — | — | — | $307K | 1.0% | |
| American Funds Bon R6 American Funds Bon R6 | — | — | — | $23K | <0.1% | |
| ONEAMERICA STABLE VALUE FUND CL Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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