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Original filing (PDF)20251010081618NAL0012631312001
FORCE MANAGEMENT HOLDINGS, LLC
Form 5500
FILING_RECEIVED
FORCE MANAGEMENT HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
92
Accounts w/ balance
104
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORCE MANAGEMENT HOLDINGS, LLC.
Plan sponsor
Name
FORCE MANAGEMENT HOLDINGS, LLC
EIN
87-1209183
Address
10815 SIKES PL. · SUITE #200 · CHARLOTTE, NC · 28227
Phone
(704) 246-2400
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAXUS PLAN SOLUTIONS | 45-4012897 | CHARLOTTE, NC | CONTRACT ADMINISTRATOR | $3K | — |
Investments
34 direct securities · 1 pooled fund· $22.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.1M
34 holdings
Pooled Separate Account
$11.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASS MUTUAL LIFE INS CO · EIN 87-1209183 / PN 000 | Pooled Separate Account | — | — | $11.0M | 98.5% | |
| Vanguard 500 INDEX ADMIRAL | — | — | — | $1.4M | 12.7% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $1.3M | 11.8% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $1.0M | 9.3% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $921K | 8.3% | |
| MassMutual BLUE CHIP GROWTH I | — | — | — | $771K | 6.9% | |
| MFS VALUE R6 | — | — | — | $681K | 6.1% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $537K | 4.8% | |
| JPMorgan US EQUITY R6 | — | — | — | $480K | 4.3% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $414K | 3.7% | |
| Massmutual CORE BOND I | — | — | — | $371K | 3.3% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $341K | 3.1% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GROWTH R6 | — | — | — | $315K | 2.8% | |
| Incesco INVESCO SMALL CAP GROWTH R6 | — | — | — | $283K | 2.5% | |
| Vanguard MID CAP INDEX ADMIRAL | — | — | — | $247K | 2.2% | |
| Hartford MIDCAP R6 | — | — | — | $208K | 1.9% | |
| DFA EMERGING MARKETS CORE EQUITY I | — | — | — | $206K | 1.9% | |
| Allspring SPECIAL SMALL CAP VALUE R6 | — | — | — | $181K | 1.6% | |
| DFA INTERNATIONAL VALUE I | — | — | — | $174K | 1.6% | |
| MassMutual OVERSEAS I | — | — | — | $159K | 1.4% | |
| Hartford BALANCED INCOME R6 687 Incesco INVESCO INTERNATIONAL BOND R6 | — | — | — | $146K | 1.3% | |
| MassMutual HIGH YIELD I | — | — | — | $135K | 1.2% | |
| MassMutual MID CAP GROWTH I | — | — | — | $130K | 1.2% | |
| Incesco INVESCO SENIOR FLOATING RATE R6 | — | — | — | $113K | 1.0% | |
| Empower Annunity Insurance Company of America General Account | — | — | — | $104K | 0.9% | |
| Lord Abbett LORD ABBETT INTERNATIONAL OPP R6 | — | — | — | $95K | 0.9% | |
| Vanguard TOTAL INTL STOCK INDEX ADMIRAL | — | — | — | $80K | 0.7% | |
| DFA COMMODITY STRATEGY INSTITUTIONAL | — | — | — | $77K | 0.7% | |
| Participants Participant Loans Rates from 5.00% to 9.50% - | — | — | — | $64K | 0.6% | |
| Ishares RUSSELL 2000 SMALL-CAP IDX K | — | — | — | $60K | 0.5% | |
| Franklin UTILITIES R6 | — | — | — | $41K | 0.4% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $8K | <0.1% | |
| DFA REAL ESTATE SECURITIES I | — | — | — | $6K | <0.1% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 944 BlackRock HEALTH SCIENCES OPPS K | — | — | — | $4K | <0.1% | |
| Fidelity ADVISOR LEVERAGED CO STK Z | — | — | — | $2K | <0.1% |
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