How big is Forethought Technologies Inc.'s plan?

Forethought Technologies Inc.'s plan reported $4.5M in assets and 52 participants for 2024.

Original filing (PDF)20251013112502NAL0000533507001

Forethought Technologies Inc.

Name: Forethought Technologies Inc. — Forethought, Form 5500 (2024)
Creator: Forethought Technologies Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Forethought Technologies Inc. 401(k) Plan

401(k) retirement plan · Forethought Technologies Inc.'s Forethought Technologies Inc. 401(k) Plan held $4.5M in plan assets for 52 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions32% in single holdingCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

SAMI Ghoche signed Forethought Technologies Inc.'s 2024 Form 5500 as plan administrator.

SAMI Ghoche — 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

Forethought Technologies Inc.'s EIN is 82-2851449.

EIN 82-2851449

Plan number 001

Plan year 2024

ACK ID 20251013112502NAL0000533507001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 100K (11% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

FORETHOUGHT TECHNOLOGIES INC.

EIN

all filings

Address

150 SPEAR STREET · SUITE 350 · SAN FRANCISCO, CA · 94105

Phone

(801) 592-5291

Industry

Professional & Technical Services

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

2025-10-13

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

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	-$1K	—

Investments

19 direct securities· $4.5M(100% of reported assets)

Mutual Funds

$4.1M

14 holdings

Common Collective Trusts

$359K

2 holdings

Participant loans

$31K

1 holding

Cash / Money Market

$28K

1 holding

Other securities

$4K

1 holding

					% of plan
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$1.5M	32.1%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$939K	20.8%
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$878K	19.4%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$270K	6.0%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$221K	4.9%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$216K	4.8%
Fidelity Large Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$143K	3.2%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$83K	1.8%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$52K	1.2%
American Funds Infl Linked Bd R6 Mutual Fund ** 39 Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$46K	1.0%
MFS International Equity Fund R6 Mutual Fund	Mutual Funds	—	—	$43K	0.9%
Participant Loans to participants, bearing interest at 9%	Participant loans	—	—	$31K	0.7%
American Funds Bond Fd Amer R6 Mutual Fund	Mutual Funds	—	—	$29K	0.6%
Gabelli US Money Market I Mutual Fund	Cash / Money Market	—	—	$28K	0.6%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$24K	0.5%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$22K	0.5%
PIMCO RAE US Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$21K	0.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$18K	0.4%
Cohen & Steers Instl Realty Shares Mutual Fund	Other securities	—	—	$4K	<0.1%