How big is The Foraker Group's plan?

The Foraker Group's plan reported $11.6M in assets and 327 participants for 2024.

Original filing (PDF)20251013190651NAL0001866001001

The Foraker Group

Name: The Foraker Group — 403(b) Thrift Plan for Employees, Form 5500 (2024)
Creator: The Foraker Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of the Foraker Group

Defined-contribution retirement plan · The Foraker Group's 403(b) Thrift Plan for Employees of the Foraker Group held $11.6M in plan assets for 327 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

No auditor on file69% employer stock

Active participants

327

Accounts w/ balance

336

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

People on this filing

RAJU Shankar signed The Foraker Group's 2024 Form 5500 as plan administrator.

RAJU Shankar — 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

The Foraker Group's EIN is 92-0177787.

EIN 92-0177787

Plan number 002

Plan year 2024

ACK ID 20251013190651NAL0001866001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Foraker Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Foraker Group's plan includes a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE FORAKER GROUP.

Finding similar companies…

How this plan invests

This plan

45 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

No independent qualified public accountant (IQPA) named.

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

THE FORAKER GROUP

EIN

all filings

Address

161 KLEVIN ST STE 101 · ANCHORAGE, AK · 995081506

Phone

(907) 743-1247

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$0	—

Investments

45 direct securities· $11.6M(100% of reported assets)

Common Stocks

$8.0M

29 holdings

Mutual Funds

$2.3M

12 holdings

Common Collective Trusts

$1.2M

3 holdings

Cash / Money Market

$100K

1 holding

					% of plan
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stocks	—	—	$1.7M	14.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stocks	—	—	$1.3M	11.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$886K	7.6%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$752K	6.5%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stocks	—	—	$748K	6.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stocks	—	—	$708K	6.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stocks	—	—	$694K	6.0%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$576K	5.0%
. GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stocks	—	—	$333K	2.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stocks	—	—	$309K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$307K	2.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stocks	—	—	$304K	2.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stocks	—	—	$299K	2.6%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stocks	—	—	$285K	2.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$244K	2.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund 220 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stocks	—	—	$240K	2.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$198K	1.7%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund 236 . GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Mutual Funds	—	—	$175K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stocks	—	—	$171K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stocks	—	—	$140K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stocks	—	—	$135K	1.2%
Plan Number: 002 . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stocks	—	—	$128K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$122K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stocks	—	—	$115K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$101K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA US Government Money Market Fund	Cash / Money Market	—	—	$100K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stocks	—	—	$63K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stocks	—	—	$45K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stocks	—	—	$44K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series	Common Stocks	—	—	$43K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$41K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stocks	—	—	$35K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$33K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stocks	—	—	$33K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stocks	—	—	$31K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stocks	—	—	$31K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$28K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Common Stocks	—	—	$23K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Mutual Funds	—	—	$19K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stocks	—	—	$18K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$16K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stocks	—	—	$12K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stocks	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio 982 . GROUP ANNUITY CONTRACT Mutual of America Victory RS Small Cap Growth Equity VIP Series	Mutual Funds	—	—	$5K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stocks	—	—	$3K	<0.1%