Plan Ledger DOL Form 5500 · updated monthly

Forest City Trading Group, LLC401(k)

FCTG RETIREMENT SAVINGS PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Forest City Trading Group, LLC reported $127,326 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,334 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 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 46th-largest of 1,021 plans among Oregon employers on file, and the 192nd of 4,246 in wholesale trade. In 2024, employees put in $2.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$250,895,750
Participants with balances791
Active participants657
Employer contributions$4,161,533
Employee contributions$11,006,800
Employer contribution per active participant$6,334
Average account balance$317,188
Benefits paid to participants$20,524,814
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$250.9M · 791 accts · $4.2M emplr
2023$224.9M · 779 accts · $4.2M emplr
2022$182.1M · 716 accts · $4.3M emplr
The Forest City Trading Group, LLC 401(k) match · 2024
Employer contribution per active participant$6,334
Median for plans this size$3,635
2024$6,334 per active participant
2023$6,374 per active participant
2022$6,902 per active participant

Forest City Trading Group, 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$85,821
R V KUHNS & ASSOCIATES INC · Consulting$26,035
DELAP LLP · Consulting$18,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$127,326 · 0.05%
2023$146,460 · 0.07%
2022$115,354 · 0.06%
Same employer
Similar plansWholesale Trade · Oregon
Nike, Inc. OR$5.9B · 0.04%
Columbia Sportswear Company OR$462.1M · 0.10%
The Pape' Group, Inc. OR$441.8M · 0.11%
Parr Lumber Company OR$130.2M · 0.19%
Johnstone Supply, LLC. OR$83.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201805580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.