Plan Ledger DOL Form 5500 · updated monthly

Future Research, Inc.401(k)

FUTURE RESEARCH, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Future Research, Inc. reported $33,504 in plan administrative expenses for 2024: 0.91% 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 rose from 0.43% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,382nd of 9,483), and 2,469th of 3,341 in other services. active participation has shrunk from 382 to 132 since 2022.

Plan summary
Net assets, end of year$4,013,154
Participants with balances182
Active participants132
Employer contributions$0
Employee contributions$853,674
Employer contribution per active participant$0
Average account balance$22,050
Benefits paid to participants$1,075,235
Plan auditUnmodified (clean) audit opinion
AuditorPENSION ASSURANCE
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 182 accts
2023$3.4M · 374 accts
2022$2.2M · 360 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,504
Total administrative$33,504
The Future Research, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Future Research, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241

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$33,504 · 0.91%
2023$27,253 · 0.98%
2022$9,482 · 0.43%
Same employer
Similar plansOther Services · California
Chosen Foods, LLC CA$4.3M · 0.71%
Caritas Management Corp CA$4.2M · 0.53%
Chilton Auto Body CA$3.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821625702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.