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Original filing (PDF)20250930164819NAL0019741586001
DIRECTIVE CONSULTING
Form 5500
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Signals · 1
51% in single holding
Active participants
43
Accounts w/ balance
116
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Fund Mutual Fund" is 51% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIRECTIVE CONSULTING.
Plan sponsor
Name
DIRECTIVE CONSULTING
EIN
47-1848192
Address
1691 KETTERING ST. · IRVINE, CA · 92614
Phone
(919) 214-4024
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $11K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $11K | — |
Investments
16 direct securities· $3.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $1.9M | 50.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $673K | 18.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $552K | 14.8% | |
| Schwab S&P 500 Index Sel Mutual Fund | — | — | — | $174K | 4.7% | |
| Fidelity Total Market Index Instl Prem Mutual Fund | — | — | — | $132K | 3.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $55K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $50K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $40K | 1.1% | |
| Vanguard FTSE Social Index Adm Mutual Fund | — | — | — | $36K | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $27K | 0.7% | |
| Fidelity Small Cap Index Inst Prem Mutual Fund | — | — | — | $26K | 0.7% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund ** 28 Vanguard Short Term Bond Index Admiral Mutual Fund ** 18 Vanguard Target Retirement 2030 Fund Mutual Fund ** 52 Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $24K | 0.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $15K | 0.4% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $14K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund ** 107 Vanguard Total Bond Mrkt Index Admiral Mutual Fund | — | — | — | $6K | 0.2% | |
| Vanguard Treasury Money Market Investor Mutual Fund | — | — | — | $4K | 0.1% |
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