Plan Ledger DOL Form 5500 · updated monthly

Foursight Capital, LLC401(k)

FOURSIGHT CAPITAL, LLC 401(K) PLAN · SLC, UT · plan year 2023

Reported admin expense ratio · 2023
0.65%

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

Foursight Capital, LLC reported $53,044 in plan administrative expenses for 2023: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,055 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 1 year on file its reported administrative ratio fell from 0.69% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Utah (487th of 848), and 4,068th of 4,798 in finance & insurance. In 2023, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,179,061
Participants with balances232
Active participants189
Employer contributions$388,339
Employee contributions$1,008,611
Employer contribution per active participant$2,055
Average account balance$39,565
Benefits paid to participants$635,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $118K emplr
2023$9.2M · 232 accts · $388K emplr
2022$7.1M · 223 accts · $462K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,740
Investment management$24,304
Total administrative$53,044
The Foursight Capital, LLC 401(k) match · 2023
Employer contribution per active participant$2,055
Median for plans this size$1,308
2023$2,055 per active participant
2022$2,642 per active participant

Foursight Capital, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$26,603
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$130

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

Administrative cost history3
2024Not separately reported
2023$53,044 · 0.65%
2022$50,673 · 0.69%
Same employer
Similar plansFinance & Insurance · Utah
Nav Technologies, Inc. UT$9.5M · 0.79%
Capital Community Bank UT$8.0M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460630023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.