Plan Ledger DOL Form 5500 · updated monthly

Founders 3 Management Company401(k)

FOUNDERS 3 MANAGEMENT COMPANY 401(K) RETIREMENT PLAN · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Founders 3 Management Company reported $8,304 in plan administrative expenses for 2022: 0.83% of average plan assets, higher than ~75% of peers. Employer contributions averaged $197 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 real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,891st of 1,936), and 1,967th of 2,096 in real estate & leasing. In 2022, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,072,546
Participants with balances94
Active participants224
Employer contributions$44,046
Employee contributions$234,605
Employer contribution per active participant$197
Average account balance$11,410
Benefits paid to participants$189,732
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,304
Total administrative$8,304
The Founders 3 Management Company 401(k) match · 2022
Employer contribution per active participant$197
Median for plans this size$1,114

Founders 3 Management Company'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$8,304 · 0.83%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Amwood Homes Inc WI$3.0M · 0.89%
Fleming Development, Inc. WI$861K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391833308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.