Plan Snapshot
- Plan Sponsor: Forcepoint LLC
- Sponsor EIN: 475289064
- Sponsor Address: 10900A STONELAKE BLVD STE 350, AUSTIN, TX, 787595748
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $122.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 446 | $122.4M | $2.7M | $6.5M |
| 2023 | 555 | $115.7M | $6.4M | $14.4M |
| 2022 | 1,192 | $172.0M | $7.3M | $16.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $131,458 | — | $131,458 |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISORY | $79,993 | $7 | $80,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — INVESTMENT ADVISORY
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,458
- Estimated Expense Ratio: 0.173% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $211,451 | $79,993 | $131,458 | — | — |
| 2023 | $258,558 | $80,335 | $178,223 | — | — |
| 2022 | $225,487 | $39,678 | $185,809 | — | — |