Plan Ledger DOL Form 5500 · updated monthly

Forward Networks, Inc.401(k)

FORWARD NETWORKS, INC. 401(K) PLAN · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.84%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Forward Networks, Inc. reported $57,998 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,894th of 9,483), and 8,516th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$8,459,408
Participants with balances149
Active participants137
Employer contributions$0
Employee contributions$1,857,110
Employer contribution per active participant$0
Average account balance$56,775
Benefits paid to participants$389,823
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,958
Investment management$19,040
Total administrative$57,998
The Forward Networks, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Forward Networks, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$18,548
CBIZ BENEFITS & INS SERVICES INC. · Contract administrator$8,982
EMPOWER ADVISORY GROUP, LLC · Investment management$2,390
CBIZ INVESTMENT ADVISORY SERV. LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$57,998 · 0.84%
Same employer
Similar plansProfessional & Technical Services · California
Rapattoni Corporation CA$8.5M · 1.43%
Chromadex, Inc. CA$8.5M · 0.54%
Cypress Hcm Inc. CA$8.5M · 0.38%
Akasa, Inc. CA$8.4M · 0.05%
Lilomi, Inc. CA$8.4M · 0.49%
Rhombus Power, Inc CA$8.4M · 0.42%
Cyara, Inc. CA$8.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463265768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.