Plan Ledger DOL Form 5500 · updated monthly

Forefront Management, LLC401(k)

FOREFRONT DERMATOLOGY 401(K) PLAN · MANITOWOC, WI · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Forefront Management, LLC reported $847,511 in plan administrative expenses for 2024: 0.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,961 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 1 year on file its reported administrative ratio rose from 0.30% to 0.43%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 126th-largest of 1,936 plans among Wisconsin employers on file, and the 607th of 11,911 in health care & social assistance. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 2,887 to 3,361 since 2023.

Plan summary
Net assets, end of year$217,201,279
Participants with balances4,279
Active participants3,361
Employer contributions$16,675,471
Employee contributions$13,686,204
Employer contribution per active participant$4,961
Average account balance$50,760
Benefits paid to participants$17,297,800
Plan history3
Yearassets · accounts · employer contribution
2025$0
2024$217.2M · 4,279 accts · $16.7M emplr
2023$175.1M · 3,915 accts · $13.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$663,119
Investment management$184,392
Total administrative$847,511
The Forefront Management, LLC 401(k) match · 2024
Employer contribution per active participant$4,961
Median for plans this size$3,635
2024$4,961 per active participant
2023$4,771 per active participant

Forefront Management, LLC's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20244
BLUE CHIP RETIREMENT PLANS, INC. · Contract administrator$199,649
MORGAN STANLEY · Investment advisory (plan)$99,332
EMPOWER ADVISORY GROUP LLC · Investment management$63,540

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

Administrative cost history3
2025Not separately reported
2024$847,511 · 0.43%
2023$462,064 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Prohealth Care, Inc. WI$635.2M · 0.08%
Prevea Clinic, Inc. WI$491.7M · 0.07%
Meriter Health Systems, Inc. WI$334.6M · 0.06%
Baycare Clinic, L.L.P. WI$315.7M · 0.12%
Versiti, Inc. WI$166.1M · 0.17%
Regional Enterprises, Inc. WI$137.7M · 0.13%
Forefront Dermatology, S.C. WI$131.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465418348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.