Plan Ledger DOL Form 5500 · updated monthly

Forza Group, Inc.401(k)

FORZA GROUP, INC. 401(K) PROFIT SHARING PLAN · PEACHTREE CITY, GA · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Forza Group, Inc. reported $4,087 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,046 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 construction employers. By assets it is among the smaller plans on file in Georgia (1,687th of 2,160), and 4,138th of 5,337 in construction. In 2022, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,326,475
Participants with balances73
Active participants156
Employer contributions$163,141
Employee contributions$406,148
Employer contribution per active participant$1,046
Average account balance$59,267
Benefits paid to participants$107,211
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$4,087
Total administrative$4,087
The Forza Group, Inc. 401(k) match · 2022
Employer contribution per active participant$1,046
Median for plans this size$1,114

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

Administrative cost history1
2022$4,087 · 0.09%
Similar plansConstruction · Georgia
Sei Group, LLC GA$5.0M · 0.75%
U-Tec Construction, Inc. GA$5.0M · 1.45%
Amr Resources, LLC GA$4.3M · 1.73%
H.A. Sack Co., LLC GA$3.8M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581579465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.