Plan Ledger DOL Form 5500 · updated monthly

Fortney Hospitality Group, Inc.401(k)

BROTHERS CORPORATE 401(K) PLAN · LACROSSE, WI · plan year 2022

Reported admin expense ratio · 2022
0.68%

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

Fortney Hospitality Group, Inc. reported $16,929 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. Employer contributions averaged $12 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 accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,822nd of 1,936), and 1,396th of 2,240 in accommodation & food services. In 2022, employees put in $43.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,185,713
Participants with balances70
Active participants191
Employer contributions$2,283
Employee contributions$98,426
Employer contribution per active participant$12
Average account balance$31,224
Benefits paid to participants$180,234
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,383
Investment management$3,546
Total administrative$16,929
The Fortney Hospitality Group, Inc. 401(k) match · 2022
Employer contribution per active participant$12
Median for plans this size$1,114

Fortney Hospitality Group, 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$16,929 · 0.68%
Similar plansAccommodation & Food Services · Wisconsin
Milazzo Enterprises, LLC WI$2.9M · 0.66%
Food Fight, Inc. WI$2.3M · 1.43%
Family Fresh Pack Inc WI$2.3M · 1.12%
Chula Vista, Inc. WI$1.5M · 1.16%
Roaring Fork LLC WI$1.2M · 1.60%
Idm Group, LLC WI$1.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274374813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.