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Original filing (PDF)20251014161241NAL0004498912001
FRONTAPP, INC.
Form 5500
FILING_RECEIVED
FRONT 401(K) PLAN
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
221
Accounts w/ balance
324
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
7 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual Fund" is 47% of plan.
- 50 bps in Schedule C fees — 71% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRONTAPP, INC..
Plan sponsor
Name
FRONTAPP, INC.
EIN
46-5234686
Address
300 MONTGOMERY ST STE 500 · SAN FRANCISCO, CA · 94104
Phone
(415) 827-4734
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-14
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
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INVESTMENT ADVISORY | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
Investments
20 direct securities · 7 pooled funds· $17.4M(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
$16.7M
20 holdings
Common Collective Trust
$738K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $8.2M | 47.0% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $3.5M | 20.3% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.2M | 7.2% | |
| BlackRock Lifepath Index 2055 K Fund Mutual Fund | — | — | — | $942K | 5.4% | |
| DFA Real Estate Securities I Fund Mutual Fund | — | — | — | $917K | 5.3% | |
| BlackRock Lifepath Index 2060 K Fund Mutual Fund | — | — | — | $532K | 3.1% | |
| PUTNAM LC GWTH TR R CLASS GREAT GRAY TRUST COMPANY · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $420K | 2.4% | |
| BlackRock Lifepath Index 2050 K Fund Mutual Fund | — | — | — | $414K | 2.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $181K | 1.0% | |
| LARGE CAP VALUE II FUND GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $144K | 0.8% | |
| T. Rowe Price Dividend Mid Cap Growth Fund Mutual Fund | — | — | — | $138K | 0.8% | |
| BlackRock Lifepath Index 2065 K Fund Mutual Fund | — | — | — | $122K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $116K | 0.7% | |
| PIMCO Total Return Institutional Fund Mutual Fund ** 167 BlackRock Lifepath Index Retirement K Fund Mutual Fund | — | — | — | $76K | 0.4% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $73K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $72K | 0.4% | |
| BlackRock Lifepath Index 2045 K Fund Mutual Fund | — | — | — | $68K | 0.4% | |
| BlackRock Inflation Protected Bond K Mutual Fund | — | — | — | $56K | 0.3% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $43K | 0.2% | |
| SMALL CAP VALUE III CL R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $41K | 0.2% | |
| BlackRock Lifepath Index 2040 K Fund Mutual Fund | — | — | — | $29K | 0.2% | |
| BlackRock Lifepath Index 2035 K Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| Participant Loans to participants, bearing interest from 7.25% to 10.25% | — | — | — | $13K | <0.1% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $12K | <0.1% | |
| PGIM High Yield R6 Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| STABLE VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5K | <0.1% | |
| BlackRock Lifepath Index 2030 K Fund Mutual Fund | — | — | — | $1K | <0.1% |
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