Back to filter
Original filing (PDF)20251001052855NAL0012829617001
FORRESTER CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
FORRESTER CONSTRUCTION COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
103
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
24 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 (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORRESTER CONSTRUCTION COMPANY.
Plan sponsor
Name
FORRESTER CONSTRUCTION COMPANY
EIN
52-1587647
Address
12231 PARKLAWN DRIVE · ROCKVILLE, MD · 20852
Phone
(301) 984-5426
Industry
Constructionsee 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
2025-10-01
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
FAW CASSON & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MANAGEME | 75-3204798 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
Investments
24 direct securities· $20.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.1M | 20.4% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 15.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 12.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 11.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 9.3% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 7.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $453K | 2.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $407K | 2.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $381K | 1.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $362K | 1.8% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $229K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $226K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $218K | 1.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $216K | 1.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $195K | 1.0% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $186K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $170K | 0.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $149K | 0.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $113K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $48K | 0.2% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $46K | 0.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $27K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | <0.1% |