How big is FACT Forward's plan?

FACT Forward's plan reported $1.8M in assets and 16 participants for 2024.

Original filing (PDF)20250929140634NAL0026977922001

FACT Forward

Name: FACT Forward — FACT Forward 4101k Plan, Form 5500 (2024)
Creator: FACT Forward
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FACT Forward 4101k Plan

401(k) retirement plan · FACT Forward's FACT Forward 4101k Plan held $1.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

KIM Patton signed FACT Forward's 2024 Form 5500 as plan administrator.

KIM Patton — 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

FACT Forward's EIN is 57-0897120.

EIN 57-0897120

Plan number 001

Plan year 2024

ACK ID 20250929140634NAL0026977922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FACT Forward's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

FACT FORWARD

EIN

all filings

Address

4702 COLONIAL DRIVE · COLUMBIA, SC · 29203

Phone

(803) 771-7700

Industry

Health Care & Social Assistance

Plan administrator