Plan Ledger DOL Form 5500 · updated monthly

Foremost Mgmt., Inc.401(k)

FOREMOST MGMT., INC & COMPANIES 401(K) PLAN · JACKSON, OH · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Foremost Mgmt., Inc. reported $926 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $107 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 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,877th of 3,295), and 1,740th of 2,096 in real estate & leasing. In 2022, employees put in $9.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,935,886
Participants with balances40
Active participants145
Employer contributions$15,447
Employee contributions$144,095
Employer contribution per active participant$107
Average account balance$73,397
Benefits paid to participants$535,704
Plan auditUnmodified (clean) audit opinion
The Foremost Mgmt., Inc. 401(k) match · 2022
Employer contribution per active participant$107
Median for plans this size$1,114

Foremost Mgmt., Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$926 · 0.03%
Similar plansReal Estate & Leasing · Ohio
Aiy Properties, Inc. OH$3.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311353910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.