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Original filing (PDF)20251015200429NAL0002954963002
FORIS, INC.
Form 5500
FILING_RECEIVED
FORIS 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
0
Accounts w/ balance
131
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Vanguard Total Stock Index Admiral Class Mutual fund" is 43% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORIS, INC..
Plan sponsor
Name
FORIS, INC.
EIN
82-4678369
Address
804 S DOUGLAS ROAD · SUITE 375 · MIAMI, FL · 33134
Phone
(717) 502-2606
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
Investments
18 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Admiral Class Mutual fund | — | — | — | $1.8M | 42.7% | |
| Vanguard Developed Markets Index Fund - Admiral Shares Mutual fund | — | — | — | $706K | 17.0% | |
| Vanguard Energy Index Fund - Admiral Shares Mutual fund 351 Vanguard Financials Index Fund - Admiral Shares Mutual fund 823 Vanguard Group Bond Index Admiral Class Shares Mutual fund | — | — | — | $498K | 12.0% | |
| Vanguard Emerging Markets Stock Index - Admiral Class Mutual fund | — | — | — | $351K | 8.4% | |
| Vanguard 500 Index Fund - Admiral Shares Mutual fund | — | — | — | $270K | 6.5% | |
| Vanguard Specialized Dividend Appreciation Index Admiral Mutual fund 240 Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual fund | — | — | — | $175K | 4.2% | |
| Vanguard Total Institutional Stock Index - Admiral Mutual fund 871 Vanguard Total International Bond Index Fund - Admiral Mutual fund | — | — | — | $163K | 3.9% | |
| Vanguard Group Growth Index Fund - Admiral Shares Mutual fund | — | — | — | $82K | 2.0% | |
| Vanguard Utilities Index Admiral Mutual fund 245 * Participant loans 8.75% to 9.50%, various maturities | — | — | — | $41K | 1.0% | |
| Vanguard Health Care Index Admiral Mutual fund 348 Vanguard Industrials Index Admiral Mutual fund 522 Vanguard Information Technology Index Admiral Mutual fund | — | — | — | $31K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund - Admiral Shares Mutual fund 923 Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual fund | — | — | — | $14K | 0.3% | |
| Vanguard Small-Cap Value Index Fund - Admiral Shares Mutual fund | — | — | — | $13K | 0.3% | |
| Vanguard Group Extended Market Index Fund Mutual fund 669 Vanguard Group FTSE Social Index Fund - Admiral Shares Mutual fund | — | — | — | $7K | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund Money market fund | — | — | — | $6K | 0.2% | |
| Vanguard International Equity Index Mutual fund 782 Vanguard Long-Term Bond Index Fund - Admiral Shares Mutual fund 118 Vanguard Materials Index Admiral Mutual fund 235 Vanguard Mid-Cap Index Fund - Admiral Shares Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Group Small Cap Index Fund - Admiral Shares Mutual fund | — | — | — | $1K | <0.1% | |
| Vanguard Group Value Index Admiral Mutual fund | — | — | — | $1K | <0.1% |
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