How big is Goforward, Inc.'s plan?

Goforward, Inc.'s plan reported $7.6M in assets and 1 participants for 2024.

Original filing (PDF)20251014180250NAL0001748227001

Goforward, Inc.

Name: Goforward, Inc. — Goforward 401(k) Plan, Form 5500 (2024)
Creator: Goforward, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Goforward 401(k) Plan

401(k) retirement plan · Goforward, Inc.'s Goforward 401(k) Plan held $7.6M in plan assets for 1 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

Accounts w/ balance

197

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Micheline Himes signed Goforward, Inc.'s 2024 Form 5500 as plan administrator.

Micheline Himes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Goforward, Inc.'s EIN is 47-5667148.

EIN 47-5667148

Plan number 001

Plan year 2024

ACK ID 20251014180250NAL0001748227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goforward, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goforward, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOFORWARD, INC..

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 248K (21% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

GOFORWARD, INC.

EIN

all filings

Address

660 4TH ST. · #202 · SAN FRANCISCO, CA · 94107

Phone

(415) 349-0850

Industry

Data Processing, Hosting· Information / Tech / Media

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$7.1M

19 holdings

Common Collective Trusts

$429K

1 holding

U.S. Treasuries

$18K

1 holding

Bonds / Notes

$3K

1 holding

					% of plan
Fidelity Freedom Index 2060 Mutual Fund	Mutual Funds	—	—	$1.9M	24.4%
Fidelity Freedom Index 2055 Mutual Fund	Mutual Funds	—	—	$1.5M	20.1%
Fidelity Freedom Index 2050 Mutual Fund	Mutual Funds	—	—	$1.2M	16.4%
Fidelity Freedom Index 2065 Mutual Fund	Mutual Funds	—	—	$816K	10.8%
Fidelity Freedom Index 2045 Mutual Fund	Mutual Funds	—	—	$781K	10.3%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$429K	5.7%
Fidelity Total International Index Mutual Fund	Mutual Funds	—	—	$232K	3.1%
Fidelity Freedom Index 2040 Mutual Fund	Mutual Funds	—	—	$194K	2.6%
Fidelity Large Cap Growth Index Mutual Fund	Mutual Funds	—	—	$116K	1.5%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$86K	1.1%
Fidelity Inflation Protection Bond Index Mutual Fund ** 404 * Fidelity Freedom Index 2035 Mutual Fund	Mutual Funds	—	—	$60K	0.8%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$40K	0.5%
Fidelity Emerging Markets Index Mutual Fund	Mutual Funds	—	—	$39K	0.5%
Fidelity Large Cap Value Index Mutual Fund	Mutual Funds	—	—	$39K	0.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$37K	0.5%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$34K	0.4%
Fidelity Mid Cap Growth Index Mutual Fund	Mutual Funds	—	—	$22K	0.3%
Gabelli US Treasury Money Market Fund Mutual Fund	U.S. Treasuries	—	—	$18K	0.2%
Fidelity Mid Cap Value Index Mutual Fund	Mutual Funds	—	—	$18K	0.2%
Participant Loans to participants, bearing interest at 9.5%	Bonds / Notes	—	—	$3K	<0.1%
Fidelity Real Estate Index Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Small Cap Growth Index Mutual Fund	Mutual Funds	—	—	$2K	<0.1%