Original filing (PDF)20260309102547NAL0002480898001

FOUNDATION FOR NATIONAL PROGRESS

Name: FOUNDATION FOR NATIONAL PROGRESS — FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: FOUNDATION FOR NATIONAL PROGRESS

Form 5500

FILING_RECEIVED

FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.8 mo

Active participants

139

Accounts w/ balance

161

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Filed 3.8 months past the 10.5-month grace window.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATION FOR NATIONAL PROGRESS.

Plan sponsor

Name

FOUNDATION FOR NATIONAL PROGRESS

EIN

94-2282759

Address

222 SUTTER STREET · SUITE 600 · SAN FRANCISCO, CA · 94108

Phone

(415) 321-1700

Industry

Information / Tech / Mediasee 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

2026-03-09

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)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLENLLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWFRONT RETIREMENT SERVICES INC	80-0833114	—	ADVISOR	$23K	—

Investments

27 direct securities· $12.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Similar Party Collateral, Par, or Maturity Value Cost** Value * Fidelity 500 Index	—	—	—	$2.3M	18.0%
Fidelity FDM Index 2045 IPR	—	—	—	$2.0M	15.6%
Fidelity FDM Index 2050 IPR	—	—	—	$1.3M	10.4%
Calvert US Large Cap CRI R6	—	—	—	$1.2M	9.6%
Fidelity FDM Index 2040 IPR	—	—	—	$904K	7.2%
Fidelity FDM Index 2030 IPR	—	—	—	$833K	6.6%
Fidelity FDM Index 2055 IPR	—	—	—	$700K	5.5%
American Funds Growth Fund of America R6	—	—	—	$444K	3.5%
Fidelity FDM Index 2035 IPR	—	—	—	$401K	3.2%
Fidelity FDM Index 2060 IPR	—	—	—	$320K	2.5%
Fidelity FDM Index 2025 IPR	—	—	—	$312K	2.5%
Dodge & Cox Stock X	—	—	—	$302K	2.4%
DFA US Vector Equity I	—	—	—	$297K	2.4%
Impax Sustainable Allocation Fund	—	—	—	$225K	1.8%
Janus Henderson Venture N	—	—	—	$196K	1.6%
PGIM Total Return Bond R6	—	—	—	$172K	1.4%
Fidelity Total International Index	—	—	—	$170K	1.4%
T Rowe Price Overseas Stock I	—	—	—	$126K	1.0%
Fidelity FDM Index 2020 IPR	—	—	—	$92K	0.7%
Participants Participant Loans Rates from 4.50% to 9.50% -	—	—	—	$92K	0.7%
Fidelity Self Directed Brokerage Accounts	—	—	—	$91K	0.7%
Fidelity Government Money Market K6	—	—	—	$55K	0.4%
Fidelity FDM Index 2065 IPR	—	—	—	$47K	0.4%
Fidelity US Bond Index	—	—	—	$44K	0.3%
DFA International Sustainability Core 1	—	—	—	$12K	<0.1%
Fidelity FDM Index Inc IPR	—	—	—	$5K	<0.1%
Fidelity FDM Index 2015 IPR	—	—	—	$2K	<0.1%