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Original filing (PDF)20251010072440NAL0007321457001
FORESIGHT ENERGY LLC
Form 5500
FILING_RECEIVED
FORESIGHT ENERGY LLC 401(K) PLAN
401(k) retirement plan
Active participants
788
Accounts w/ balance
883
Plan assets (EOY)
$68.0M
Net assets (EOY)
$68.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 57% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORESIGHT ENERGY LLC.
Plan sponsor
Name
FORESIGHT ENERGY LLC
EIN
85-1541564
Address
211 N. BROADWAY · SUITE 2600 · ST. LOUIS, MO · 63102
Phone
(314) 932-6100
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 39-0989781 | — | RECORDKEEPER | $84K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS, INC | 52-1396995 | — | INVESTMENT ADVISOR | $73K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIUNI & PANICHI | 34-1322309 | — | AUDITOR | $14K | — |
Investments
30 direct securities · 1 pooled fund· $67.6M(99% 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.
Uncategorized
$64.3M
30 holdings
Common Collective Trust
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2045 | — | — | — | $7.9M | 11.7% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $7.8M | 11.5% | |
| Vanguard Target Retrmnt 2035 | — | — | — | $6.5M | 9.6% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $5.2M | 7.6% | |
| Vanguard Target Retrmnt 2040 | — | — | — | $5.1M | 7.6% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $4.0M | 5.9% | |
| Vanguard Instl Index | — | — | — | $4.0M | 5.8% | |
| American Funds American Fds Gr Fd of America R6 | — | — | — | $3.8M | 5.6% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $3.3M | 4.9% | |
| Participants Notes Receivable with interest rates of 8.50% to 9.50% | — | — | — | $3.1M | 4.5% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $2.1M | 3.2% | |
| Blackrock Eq Dividend K | — | — | — | $2.0M | 3.0% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $1.9M | 2.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Gr I | — | — | — | $1.8M | 2.6% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $1.5M | 2.1% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $1.3M | 1.8% | |
| MFS Mid Cap Val R6 | — | — | — | $1.1M | 1.6% | |
| Vanguard Mid Cap Index Instl | — | — | — | $906K | 1.3% | |
| American Beacon American Beacon Small Cap Val R5 | — | — | — | $852K | 1.3% | |
| Metropolitan West Metropolitan West Total Rturn Bd P | — | — | — | $846K | 1.2% | |
| Vanguard Total Bd Mkt Index Instl | — | — | — | $633K | 0.9% | |
| Vanguard Total Intl Stock Idx Instl | — | — | — | $395K | 0.6% | |
| JPMorgan Govt Bd R6 | — | — | — | $335K | 0.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $330K | 0.5% | |
| Vanguard Explorer Adm | — | — | — | $261K | 0.4% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $193K | 0.3% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $154K | 0.2% | |
| Nuveen Real Estate Securities R6 | — | — | — | $111K | 0.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $71K | 0.1% | |
| Vanguard Target Retrmnt Inc | — | — | — | $45K | <0.1% | |
| Vanguard Materials Index Adm | — | — | — | $11K | <0.1% |
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