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Original filing (PDF)20251013112502NAL0000533507001
FORETHOUGHT TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
FORETHOUGHT TECHNOLOGIES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
52
Accounts w/ balance
83
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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 (directional)
91
/ 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
84
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund" is 32% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORETHOUGHT TECHNOLOGIES INC..
Plan sponsor
Name
FORETHOUGHT TECHNOLOGIES INC.
EIN
82-2851449
Address
150 SPEAR STREET · SUITE 350 · SAN FRANCISCO, CA · 94105
Phone
(801) 592-5291
Industry
Professional & Technical Servicessee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund | — | — | — | $1.5M | 32.1% | |
| Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund | — | — | — | $939K | 20.8% | |
| Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund | — | — | — | $878K | 19.4% | |
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $270K | 6.0% | |
| Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund | — | — | — | $221K | 4.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $216K | 4.8% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $143K | 3.2% | |
| Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund | — | — | — | $83K | 1.8% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $52K | 1.2% | |
| American Funds Infl Linked Bd R6 Mutual Fund ** 39 Putnam Large Cap Value R6 Mutual Fund | — | — | — | $46K | 1.0% | |
| MFS International Equity Fund R6 Mutual Fund | — | — | — | $43K | 0.9% | |
| Participant Loans to participants, bearing interest at 9% | — | — | — | $31K | 0.7% | |
| American Funds Bond Fd Amer R6 Mutual Fund | — | — | — | $29K | 0.6% | |
| Gabelli US Money Market I Mutual Fund | — | — | — | $28K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $24K | 0.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $22K | 0.5% | |
| PIMCO RAE US Fund Institutional Class Mutual Fund | — | — | — | $21K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $18K | 0.4% | |
| Cohen & Steers Instl Realty Shares Mutual Fund | — | — | — | $4K | <0.1% |