Future Retirement, Inc.401(k)

Future Retirement, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $748,306 across 40 participant accounts, with employer contributions averaging $286 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,907th of 1,936), and 5,013th of 5,215 in retail trade. In 2022, employees put in $2.16 for every $1.00 the employer contributed.