How big is Front Porch Communities and Services' plan?

Front Porch Communities and Services' plan reported $127.4M in assets and 2,900 participants for 2024.

Original filing (PDF)20260115115232NAL0016985217001

Front Porch Communities and Services

Name: Front Porch Communities and Services — Front Porch, Form 5500 (2024)
Creator: Front Porch Communities and Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Front Porch Retirement Plan

403(b) retirement plan · Front Porch Communities and Services' Front Porch Retirement Plan held $127.4M in plan assets for 2,900 participants in 2024.

Signals · 4

Late participant contributions16% employer stockCorrective distributions issuedNo recordkeeper disclosed

Active participants

2,900

Accounts w/ balance

4,704

Plan assets (EOY)

$127.4M

Net assets (EOY)

$127.4M

People on this filing

George Akopyan signed Front Porch Communities and Services' 2024 Form 5500 as plan administrator.

George Akopyan — 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

Front Porch Communities and Services' EIN is 95-4538269.

EIN 95-4538269

Plan number 001

Plan year 2024

ACK ID 20260115115232NAL0016985217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Front Porch Communities and Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Front Porch Communities and Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRONT PORCH COMMUNITIES AND SERVICES.

Finding similar companies…

How this plan invests

This plan

72 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 1588K (13% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

FRONT PORCH COMMUNITIES AND SERVICES

EIN

all filings

Address

800 N. BRAND BLVD 19TH FLOOR · GLENDALE, CA · 91203

Phone

(818) 254-4100

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

WRIGHT FORD YOUNG & CO

Trustee / custodian

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES CO.	51-0396365	—	NONE	$96K	—
WELLS FARGO	34-1542819	—	NONE	$75K	—
VARIABLE ANNUITY LIFE INSURANCE CO.	74-1625348	—	NONE	$2K	—

Investments

72 direct securities· $126.3M(99% of reported assets)

Other securities

$48.2M

12 holdings

Common Collective Trusts

$43.2M

13 holdings

Common Stocks

$20.4M

32 holdings

Mutual Funds

$12.8M

12 holdings

Bonds / Notes

$1.4M

1 holding

Cash / Money Market

$237K

2 holdings

					% of plan
Guaranteed Interest Accounts, at contract value * Variable Annuity Life Insurance Co. Fixed Interest Option Fund	Common Stocks	—	—	$17.1M	13.4%
T. Rowe Price Capital Appreciation Fund	Other securities	—	—	$15.9M	12.5%
BNY Mellon S&P 500 Index Fund	Common Collective Trusts	—	—	$15.6M	12.3%
Fidelity Investments US Bond Index Fund	Common Collective Trusts	—	—	$10.6M	8.3%
ClearBridge International Growth Fund	Other securities	—	—	$9.1M	7.2%
BNY Mellon Mid Cap Index Fund	Common Collective Trusts	—	—	$6.9M	5.4%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$6.4M	5.0%
MFS Investment Management International Diversification Fund	Mutual Funds	—	—	$5.9M	4.6%
Fidelity Investments Total Bond Fund	Mutual Funds	—	—	$5.5M	4.3%
Alliance Bernstein Relative Value Fund	Other securities	—	—	$4.3M	3.4%
Delaware Ivy Systematic Emerging Markets Equity Fund	Other securities	—	—	$4.2M	3.3%
Principal Asset Management Small Cap S&P 600 Index Fund	Common Collective Trusts	—	—	$3.3M	2.6%
Baron Capital Small Cap Fund	Other securities	—	—	$3.0M	2.3%
Victory Sycamore Established Value Fund	Other securities	—	—	$2.5M	2.0%
Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$2.2M	1.8%
Principal Asset Management Large Cap S&P 500 Index Fund	Common Collective Trusts	—	—	$2.2M	1.7%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$2.0M	1.5%
Participant Loans * Participant Loans Interest rates ranging from 2.00% - 9.50% -	Bonds / Notes	—	—	$1.4M	1.1%
Guaranteed Interest Accounts, at fair value * Variable Annuity Life Insurance Co. Fixed Account Plus Fund	Common Stocks	—	—	$1.3M	1.0%
Principal Asset Management Mid Cap S&P 400 Index Fund	Common Collective Trusts	—	—	$1.2M	1.0%
Variable Annuity Life Insurance Co. Government Securities Fund ** 121 * Variable Annuity Life Insurance Co. Stock Index Fund	Common Collective Trusts	—	—	$831K	0.7%
Variable Annuity Life Insurance Co. Growth Fund	Common Stocks	—	—	$548K	0.4%
Principal Asset Management Small Cap Growth Fund	Other securities	—	—	$533K	0.4%
Variable Annuity Life Insurance Co. Science & Technology Fund	Common Stocks	—	—	$503K	0.4%
MFS Investment Management Value Fund	Mutual Funds	—	—	$477K	0.4%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$281K	0.2%
Franklin Templeton Small Cap Value Fund	Mutual Funds	—	—	$268K	0.2%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$229K	0.2%
Calvert Research and Management US Large Cap Core Responsible Index Fund	Common Collective Trusts	—	—	$196K	0.2%
Variable Annuity Life Insurance Co. US Socially Responsible Fund	Common Stocks	—	—	$195K	0.2%
Variable Annuity Life Insurance Co. Short Term Fixed Account	Common Stocks	—	—	$177K	0.1%
Variable Annuity Contracts * Variable Annuity Life Insurance Co. Mid Cap Index Fund	Common Collective Trusts	—	—	$136K	0.1%
Variable Annuity Life Insurance Co. Goldman Sachs VIT Money Market Fund	Cash / Money Market	—	—	$135K	0.1%
AIG Government Money Market Fund	Cash / Money Market	—	—	$102K	<0.1%
Variable Annuity Life Insurance Co. Large Capital Growth Fund	Common Stocks	—	—	$100K	<0.1%
Variable Annuity Life Insurance Co. Mid Cap Strategic Growth Fund	Common Stocks	—	—	$100K	<0.1%
Variable Annuity Life Insurance Co. Vanguard Wellington Fund	Mutual Funds	—	—	$68K	<0.1%
Columbia Threadneedle Investments Overseas Value Fund	Other securities	—	—	$62K	<0.1%
Variable Annuity Life Insurance Co. International Equities Index Fund	Common Collective Trusts	—	—	$56K	<0.1%
Variable Annuity Life Insurance Co. Emerging Economies Fund	Common Stocks	—	—	$47K	<0.1%
Variable Annuity Life Insurance Co. Vanguard Lifestrategy Conservative Fund	Mutual Funds	—	—	$40K	<0.1%
Variable Annuity Life Insurance Co. Vanguard Lifestrategy Growth Fund	Mutual Funds	—	—	$37K	<0.1%
Variable Annuity Life Insurance Co. Small Cap Index Fund	Common Collective Trusts	—	—	$36K	<0.1%
Variable Annuity Life Insurance Co. VALIC Company I Capital Appreciation Fund	Common Stocks	—	—	$31K	<0.1%
Variable Annuity Life Insurance Co. Systematic Growth Fund	Common Stocks	—	—	$31K	<0.1%
Variable Annuity Life Insurance Co. International Value Fund	Common Stocks	—	—	$28K	<0.1%
Variable Annuity Life Insurance Co. Moderate Growth Lifestyle Fund	Common Stocks	—	—	$27K	<0.1%
Variable Annuity Life Insurance Co. Core Bond Fund	Common Stocks	—	—	$24K	<0.1%
Variable Annuity Life Insurance Co. NASDAQ-100(R) Index Fund	Common Collective Trusts	—	—	$22K	<0.1%
Variable Annuity Life Insurance Co. Ariel Appreciation Fund	Common Stocks	—	—	$20K	<0.1%