Plan Ledger DOL Form 5500 · updated monthly

Forest River, Inc.401(k)

FOREST RIVER, INC. 401(K) PLAN · ELKHART, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Forest River, Inc. reported $300,536 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.35% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 118th-largest of 1,562 plans among Indiana employers on file, and the 1,600th of 13,661 in manufacturing. active participation has grown from 12,631 to 22,247 since 2022.

Plan summary
Net assets, end of year$126,301,998
Participants with balances4,191
Active participants22,247
Employer contributions$0
Employee contributions$10,088,780
Employer contribution per active participant$0
Average account balance$30,136
Benefits paid to participants$11,181,987
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$126.3M · 4,191 accts
2023$110.8M · 3,823 accts
2022$92.7M · 4,090 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$216,128
Investment management$84,408
Total administrative$300,536
The Forest River, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Forest River, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$216,128
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$49,408
OXFORD FINANCIAL GROUP LTD · Investment advisory (plan)$35,000

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$300,536 · 0.25%
2023$286,221 · 0.28%
2022$345,468 · 0.35%
Same employer
Similar plansManufacturing · Indiana
Am General LLC IN$131.1M · 0.07%
Kirby Risk Corporation IN$129.4M · 0.13%
Steel Warehouse Company LLC IN$128.1M · 0.36%
Haynes International, Inc. IN$123.3M · 0.18%
Braun Corporation IN$122.8M · 0.17%
Hitachi Astemo Indiana, Inc. IN$120.5M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203284366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.