# Forcepoint LLC 401(k) Plan
Source: https://planprovider.pro/companies/forcepoint-llc-401k-plan

> Forcepoint LLC's 401(k) plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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