Original filing (PDF)20251007114309NAL0004516145001

FORUM ENERGY TECHNOLOGIES, INC.

Name: FORUM ENERGY TECHNOLOGIES, INC. — FORUM ENERGY TECHNOLOGIES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: FORUM ENERGY TECHNOLOGIES, INC.

Form 5500

FILING_RECEIVED

FORUM ENERGY TECHNOLOGIES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

98% in single holding

Active participants

1,076

Accounts w/ balance

1,713

Plan assets (EOY)

$123.3M

Net assets (EOY)

$123.3M

How this plan invests

This plan

6 pooled trusts

Schedule D

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Top holding "GALLIARD STABLE RETURN FUND CORE" is 98% of plan.
13 bps in Schedule C fees — modestly above peer band of 10 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORUM ENERGY TECHNOLOGIES, INC..

Plan sponsor

Name

FORUM ENERGY TECHNOLOGIES, INC.

EIN

61-1488595

Address

10344 SAM HOUSTON PARK DRIVE · SUITE 300 · HOUSTON, TX · 77064

Phone

(281) 949-2519

Industry

Manufacturingsee 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

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$88K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIME CAPITAL INVESTMENT ADVISORS	82-1364595	—	ADVISOR	$65K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$12K	—

Investments

2 direct securities · 6 pooled funds· $11.3M(9% 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.

Common Collective Trust

$5.7M

6 holdings

Uncategorized

$5.6M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
GALLIARD STABLE RETURN FUND CORE	—	—	$6.4M	$5.6M	4.5%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$5.6M	4.5%
FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001	Common Collective Trust	—	—	$30K	<0.1%
FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001	Common Collective Trust	—	—	$26K	<0.1%
FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001	Common Collective Trust	—	—	$22K	<0.1%
[DFE: FIDUCIARY INVESTMENT TRUST MODERATELY CONSERVATIVE PORTFOLIO (extraction pending)]	—	—	—	$16K	<0.1%
FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001	Common Collective Trust	—	—	$16K	<0.1%
FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001	Common Collective Trust	—	—	$9K	<0.1%