Plan Ledger DOL Form 5500 · updated monthly

Force Management Holdings LLC401(k)

FORCE MANAGEMENT HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST · CHARLOTTE, NC · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Force Management Holdings LLC reported $3,338 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,944 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.027%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 947th-largest of 2,005 plans among North Carolina employers on file, and 6,975th of 11,654 in professional & technical services. In 2025, employees put in $2.27 for every $1.00 the employer contributed; active participation has shrunk from 93 to 81 since 2023.

Plan summary
Net assets, end of year$13,436,503
Participants with balances91
Active participants81
Employer contributions$481,445
Employee contributions$1,093,493
Employer contribution per active participant$5,944
Average account balance$147,654
Benefits paid to participants$1,279,057
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$13.4M · 91 accts · $481K emplr
2024$11.1M · 104 accts · $476K emplr
2023$9.3M · 131 accts · $507K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,075
Total administrative$3,338
The Force Management Holdings LLC 401(k) match · 2025
Employer contribution per active participant$5,944
Median for plans this size$2,666
2025$5,944 per active participant
2024$5,173 per active participant
2023$5,450 per active participant

Force Management Holdings LLC's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MAXUS PLAN SOLUTIONS · Contract administrator$1,875
EMPOWER ADVISORY GROUP, LLC · Investment management$75

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

Administrative cost history3
2025$3,338 · 0.03%
2024$4,676 · 0.05%
2023$2,175 · 0.03%
Similar plansProfessional & Technical Services · North Carolina
G1 Therapeutics, Inc NC$14.0M · 0.04%
Nu North America, Inc. NC$13.9M · 0.26%
Roi Revolution, Inc NC$13.7M · 0.45%
Teall Capital Partners LLC NC$13.1M · 0.87%
Commercetools, Inc. NC$12.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871209183 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.