Plan Ledger DOL Form 5500 · updated monthly

Forest Properties Co., Inc.401(k)

FOREST PROPERTIES CO., INC. 401K PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Forest Properties Co., Inc. reported $6,219 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,031 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 rose from 0.07% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (1,987th of 2,726), and 1,195th of 2,096 in real estate & leasing. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 107 to 158 since 2022.

Plan summary
Net assets, end of year$8,773,701
Participants with balances140
Active participants158
Employer contributions$320,882
Employee contributions$481,474
Employer contribution per active participant$2,031
Average account balance$62,669
Benefits paid to participants$483,667
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 140 accts · $321K emplr
2023$7.4M · 138 accts · $281K emplr
2022$6.1M · 134 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,937
Investment management$1,282
Total administrative$6,219
The Forest Properties Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,031
Median for plans this size$1,313
2024$2,031 per active participant
2023$2,677 per active participant
2022$2,423 per active participant

Forest Properties Co., Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,937

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

Administrative cost history3
2024$6,219 · 0.08%
2023$4,786 · 0.07%
2022$4,700 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Churchill Forge, Inc. MA$11.8M · 0.05%
Claremont Companies, LLC MA$11.2M · 0.96%
Trinity Management, LLC MA$9.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043024481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.