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Original filing (PDF)20251014180250NAL0001748227001
GOFORWARD, INC.
Form 5500
FILING_RECEIVED
GOFORWARD 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
197
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOFORWARD, INC..
Plan sponsor
Name
GOFORWARD, INC.
EIN
47-5667148
Address
660 4TH ST. · #202 · SAN FRANCISCO, CA · 94107
Phone
(415) 349-0850
Industry
Data Processing, Hosting· 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Investments
22 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Mutual Fund | — | — | — | $1.9M | 24.4% | |
| Fidelity Freedom Index 2055 Mutual Fund | — | — | — | $1.5M | 20.1% | |
| Fidelity Freedom Index 2050 Mutual Fund | — | — | — | $1.2M | 16.4% | |
| Fidelity Freedom Index 2065 Mutual Fund | — | — | — | $816K | 10.8% | |
| Fidelity Freedom Index 2045 Mutual Fund | — | — | — | $781K | 10.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $429K | 5.7% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $232K | 3.1% | |
| Fidelity Freedom Index 2040 Mutual Fund | — | — | — | $194K | 2.6% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $116K | 1.5% | |
| Fidelity International Index Mutual Fund | — | — | — | $86K | 1.1% | |
| Fidelity Inflation Protection Bond Index Mutual Fund ** 404 * Fidelity Freedom Index 2035 Mutual Fund | — | — | — | $60K | 0.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $40K | 0.5% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $39K | 0.5% | |
| Fidelity Large Cap Value Index Mutual Fund | — | — | — | $39K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $37K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $34K | 0.4% | |
| Fidelity Mid Cap Growth Index Mutual Fund | — | — | — | $22K | 0.3% | |
| Gabelli US Treasury Money Market Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| Fidelity Mid Cap Value Index Mutual Fund | — | — | — | $18K | 0.2% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $3K | <0.1% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $2K | <0.1% |