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Original filing (PDF)20250909112536NAL0034012256001
FORWARD NETWORKS, INC.
Form 5500
FILING_RECEIVED
FORWARD NETWORKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
137
Accounts w/ balance
149
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORWARD NETWORKS, INC..
Plan sponsor
Name
FORWARD NETWORKS, INC.
EIN
46-3265768
Address
2390 MISSION COLLEGE BLVD. · #401 · SANTA CLARA, CA · 95054
Phone
(408) 614-1449
Industry
Law Offices· 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
2025-09-09
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)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC. | — | CINCINNATI, OH | CONTRACT ADMIN | $9K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECODKEEPER | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $2K | — |
| CBIZ INVESTMENT ADVISORY SERV. LLC | — | CLEVELAND, OH | OTHER | -$2K | — |
Investments
26 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $1.8M | 20.8% | |
| Fidelity 500 Index Mutual fund | — | — | — | $1.6M | 18.6% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $694K | 8.2% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $632K | 7.5% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $551K | 6.5% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $533K | 6.3% | |
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $484K | 5.7% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $384K | 4.5% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $339K | 4.0% | |
| Vanguard Small Cap Value Index Admiral Mutual fund | — | — | — | $279K | 3.3% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $275K | 3.2% | |
| American Funds New Perspective R6 Mutual fund | — | — | — | $197K | 2.3% | |
| Vanguard Equity-Income Admiral Mutual fund | — | — | — | $170K | 2.0% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $119K | 1.4% | |
| EI Fixed Account - Series Class I Guaranteed investment account | — | — | — | $75K | 0.9% | |
| American Funds EuroPacific Growth Fund R6 Mutual fund | — | — | — | $72K | 0.8% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $62K | 0.7% | |
| Notes receivable from participants from July 2028 - | — | — | — | $55K | 0.7% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | — | — | — | $47K | 0.6% | |
| American Funds New World R6 Mutual fund | — | — | — | $46K | 0.5% | |
| AB Small Cap Growth Z Mutual fund | — | — | — | $32K | 0.4% | |
| PGIM High Yield R6 Mutual fund | — | — | — | $27K | 0.3% | |
| Vanguard International Growth Admiral Mutual fund | — | — | — | $25K | 0.3% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $17K | 0.2% | |
| Franklin Small Cap Value R6 Mutual fund | — | — | — | $4K | <0.1% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual fund | — | — | — | $4K | <0.1% |
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