Form 5500 Search
Back to filter
Original filing (PDF)20251001182050NAL0021389778001

FOREFRONT POWER DEVELOPMENT LLC

Form 5500
FILING_RECEIVED
FOREFRONT POWER DEVELOPMENT LLC
401(k) retirement plan
Active participants
127
Accounts w/ balance
143
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOREFRONT POWER DEVELOPMENT LLC.
Plan sponsor
Name
FOREFRONT POWER DEVELOPMENT LLC
EIN
81-5015740
Address
100 MONTGOMERY STREET · SUITE 725 · SAN FRANCISCO, CA · 94104
Phone
(415) 802-2147
Industry
Utilitiessee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COMYNS, SMITH, MCCLEARY & DEAVER, L
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$954
ADP BROKER-DEALER22-3319984RECORD KEEPER$0
Other
1
NameEINLocationRelationDirect compIndirect comp
CAMBRIDGE INVEST. RESEARCH ADVISORS20-1665305INVESTMENT/FINANCIAL ADVI$10K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans