Back to filter
Original filing (PDF)20251007101202NAL0007683472001
FORCEPOINT LLC
Form 5500
FILING_RECEIVED
FORCEPOINT 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
446
Accounts w/ balance
1,173
Plan assets (EOY)
$122.4M
Net assets (EOY)
$122.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 73% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORCEPOINT LLC.
Plan sponsor
Name
FORCEPOINT LLC
EIN
47-5289064
Address
10900A STONELAKE BLVD STE 350 · AUSTIN, TX · 787595748
Phone
(858) 320-8000
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
2025-10-07
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $80K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $131K | — |
Investments
23 direct securities · 6 pooled funds· $119.7M(98% 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
$99.8M
23 holdings
Common Collective Trust
$13.1M
4 holdings
Pooled Separate Account
$6.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND Registered Investment Company | — | — | — | $20.5M | 16.8% | |
| JP MORGAN SMARTRTMT 2040 R6 FD Registered Investment Company | — | — | — | $13.2M | 10.7% | |
| JP MORGAN SMARTRTMT 2035 R6 FD Registered Investment Company | — | — | — | $9.3M | 7.6% | |
| JP MORGAN SMARTRTMT 2050 R6 FD Registered Investment Company | — | — | — | $8.6M | 7.0% | |
| JP MORGAN SMARTRTMT 2045 R6 FD Registered Investment Company | — | — | — | $8.4M | 6.9% | |
| JP MORGAN SMARTRTMT 2030 R6 FD Registered Investment Company | — | — | — | $8.1M | 6.6% | |
| JP MORGAN SMARTRTMT 2055 R6 FD Registered Investment Company | — | — | — | $7.5M | 6.1% | |
| MFS GROWTH EQUITY L FUND GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $5.9M | 4.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.9M | 4.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $4.4M | 3.6% | |
| JP MORGAN SMARTRTMT 2060 R6 FD Registered Investment Company | — | — | — | $3.0M | 2.5% | |
| AMERICAN FUNDS NEWPRSP R6 FND Registered Investment Company | — | — | — | $3.0M | 2.4% | |
| JP MORGAN SMARTRTMT 2025 R6 FD Registered Investment Company | — | — | — | $2.7M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.4M | 2.0% | |
| JP MORGAN SMARTRTMT 2020 R6 FD Registered Investment Company | — | — | — | $2.2M | 1.8% | |
| JANUS HENDERSON ENTERPRISE N FUND Registered Investment Company | — | — | — | $2.0M | 1.6% | |
| FIDELITY US BOND INDEX FUND Registered Investment Company | — | — | — | $1.7M | 1.4% | |
| JP MORGAN EQUITY INCM R6 FD Registered Investment Company | — | — | — | $1.7M | 1.4% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| VICTORY SYCAMORE EST VAL R6 FD Registered Investment Company | — | — | — | $1.6M | 1.3% | |
| AM FDS EUROPACIFIC GRTH R6 FD Registered Investment Company | — | — | — | $1.6M | 1.3% | |
| FIDELITY INTERNATIONAL INDEX FUND Registered Investment Company | — | — | — | $1.5M | 1.2% | |
| JANUS HENDERSON TRITON FUND Registered Investment Company | — | — | — | $1.2M | 0.9% | |
| maturing through March 2052 - | — | — | — | $666K | 0.5% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $596K | 0.5% | |
| PIMCO INCOME INSTITUTIONAL FD Registered Investment Company | — | — | — | $500K | 0.4% | |
| VANGUARD FED MONEY MARKET INV FD Pooled Separate Account | — | — | — | $436K | 0.4% | |
| JP MORGAN SMARTRTMT INCM R6 FD Registered Investment Company | — | — | — | $387K | 0.3% | |
| JP MORGAN SMARTRTMT 2065 R6 FD Registered Investment Company | — | — | — | $178K | 0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Professional & Technical Services plans
EVERFOX HOLDINGS LLC
EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN
$122.7M · 787 participants
IRON BOW TECHNOLOGIES, LLC
IRON BOW TECHNOLOGIES, LLC 401(K) PLAN
$123.1M · 1,078 participants
HEALTHEDGE SOFTWARE, INC
HEALTHEDGE SOFTWARE 401K PLAN
$121.1M · 1,250 participants
MAINLINE INFORMATION SYSTEMS LLC
MAINLINE INFORMATION SYSTEMS 401(K) PLAN
$123.7M · 449 participants
KLDISCOVERY HOLDINGS INC.
KLDISCOVERY ONTRACK, LLC 401(K) PLAN
$125.9M · 2,300 participants
MERATIVE US L.P.
MERATIVE US L.P. 401(K) RETIREMENT PLAN
$117.6M · 1,244 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants